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 8-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 | $28,755 | $217,402-86.8% | $185,823-84.5% | $167,490-82.8% |
| Participation rate | 22.2% | 86.0%-63.8pp | 81.7%-59.5pp | 82.1%-59.9pp |
| Annual return | 18.67% | 148.36%-129.7pp | 122.05%-103.4pp | 478.56%-459.9pp |
| Employer contribution / active EE | $472 | $5,873-92.0% | $5,167-90.9% | $4,837-90.2% |
| Participant deferral / active EE | $2,360 | $6,356-62.9% | $5,568-57.6% | $6,341-62.8% |
| Admin fee / account holder | $44 | $19,811-99.8% | $16,237-99.7% | $12,309-99.6% |