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 6-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 | $44,070 | $175,202-74.8% | $149,673-70.6% | $139,434-68.4% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 17.11% | 166.71%-149.6pp | 134.42%-117.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $922 | $5,474-83.2% | $4,818-80.9% | $4,751-80.6% |
| Participant deferral / active EE | $5,397 | $6,519-17.2% | $5,680-5.0% | $6,710-19.6% |
| Admin fee / account holder | $183 | $16,150-98.9% | $13,210-98.6% | $11,403-98.4% |