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 | $33,692 | $227,553-85.2% | $189,557-82.2% | $167,490-79.9% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 20.42% | 78.40%-58.0pp | 64.17%-43.8pp | 478.56%-458.1pp |
| Employer contribution / active EE | $470 | $5,316-91.2% | $4,412-89.4% | $4,837-90.3% |
| Participant deferral / active EE | $11,505 | $7,002+64.3% | $6,174+86.3% | $6,341+81.4% |
| Admin fee / account holder | $157 | $11,878-98.7% | $9,807-98.4% | $12,309-98.7% |