See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,448 | $125,758-67.8% | $169,993-76.2% | $75,163-46.2% |
| Participation rate | 46.4% | 83.6%-37.2pp | 87.0%-40.6pp | 67.2%-20.8pp |
| Annual return | 31.83% | 27.20%+4.6pp | 53.37%-21.5pp | 160.62%-128.8pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,876 | $6,837+0.6% | $10,408-33.9% | $4,125+66.7% |
| Admin fee / account holder | $178 | $8,173-97.8% | $12,815-98.6% | $5,651-96.9% |