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 | $30,792 | $175,202-82.4% | $149,673-79.4% | $139,434-77.9% |
| Participation rate | 16.7% | 83.4%-66.7pp | 78.8%-62.1pp | 80.3%-63.7pp |
| Annual return | 12.63% | 166.71%-154.1pp | 134.42%-121.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $830 | $5,474-84.8% | $4,818-82.8% | $4,751-82.5% |
| Participant deferral / active EE | $2,736 | $6,519-58.0% | $5,680-51.8% | $6,710-59.2% |
| Admin fee / account holder | $210 | $16,150-98.7% | $13,210-98.4% | $11,403-98.2% |