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 4-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 | $41,786 | $106,515-60.8% | $96,683-56.8% | $139,434-70.0% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 15.13% | 38.43%-23.3pp | 35.69%-20.6pp | 372.94%-357.8pp |
| Employer contribution / active EE | $710 | $4,103-82.7% | $3,737-81.0% | $4,751-85.0% |
| Participant deferral / active EE | $2,325 | $5,454-57.4% | $4,878-52.3% | $6,710-65.4% |
| Admin fee / account holder | $153 | $7,877-98.1% | $6,730-97.7% | $11,403-98.7% |