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 | $37,041 | $159,602-76.8% | $150,045-75.3% | $142,382-74.0% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.3%-42.3pp | 80.1%-40.1pp |
| Annual return | 20.31% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $775 | $4,961-84.4% | $4,693-83.5% | $4,299-82.0% |
| Participant deferral / active EE | $4,338 | $8,310-47.8% | $7,997-45.8% | $6,507-33.3% |
| Admin fee / account holder | $35 | $14,846-99.8% | $13,435-99.7% | $12,624-99.7% |