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 3-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 | $22,040 | $183,519-88.0% | $155,509-85.8% | $145,922-84.9% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 13.29% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.0pp |
| Employer contribution / active EE | $893 | $5,313-83.2% | $4,672-80.9% | $4,660-80.8% |
| Participant deferral / active EE | $4,741 | $6,462-26.6% | $5,626-15.7% | $6,688-29.1% |
| Admin fee / account holder | $21 | $19,313-99.9% | $15,912-99.9% | $13,397-99.8% |