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 7-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 | $27,597 | $175,202-84.2% | $149,673-81.6% | $139,434-80.2% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 17.06% | 166.71%-149.7pp | 134.42%-117.4pp | 372.94%-355.9pp |
| Employer contribution / active EE | $933 | $5,474-83.0% | $4,818-80.6% | $4,751-80.4% |
| Participant deferral / active EE | $1,968 | $6,519-69.8% | $5,680-65.4% | $6,710-70.7% |
| Admin fee / account holder | $220 | $16,150-98.6% | $13,210-98.3% | $11,403-98.1% |