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 | $34,596 | $159,602-78.3% | $150,045-76.9% | $142,382-75.7% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 25.82% | 70.24%-44.4pp | 62.55%-36.7pp | 217.08%-191.3pp |
| Employer contribution / active EE | $469 | $4,961-90.6% | $4,693-90.0% | $4,299-89.1% |
| Participant deferral / active EE | $5,615 | $8,310-32.4% | $7,997-29.8% | $6,507-13.7% |
| Admin fee / account holder | $64 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |