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 | $35,179 | $107,452-67.3% | $91,541-61.6% | $142,382-75.3% |
| Participation rate | 37.5% | 75.1%-37.6pp | 69.8%-32.3pp | 80.1%-42.6pp |
| Annual return | 19.16% | 22.06%-2.9pp | 20.50%-1.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,088 | $4,754-14.0% | $4,008+2.0% | $6,507-37.2% |
| Admin fee / account holder | $217 | $8,834-97.5% | $6,956-96.9% | $12,624-98.3% |