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 | $43,331 | $78,422-44.7% | $95,952-54.8% | $79,858-45.7% |
| Participation rate | 54.8% | 73.5%-18.6pp | 77.1%-22.2pp | 69.6%-14.8pp |
| Annual return | 100.80% | 19.37%+81.4pp | 91.61%+9.2pp | 31.71%+69.1pp |
| Employer contribution / active EE | $358 | $1,945-81.6% | $2,541-85.9% | $2,471-85.5% |
| Participant deferral / active EE | $1,951 | $3,440-43.3% | $4,167-53.2% | $3,740-47.8% |
| Admin fee / account holder | $253 | $5,622-95.5% | $6,795-96.3% | $5,306-95.2% |