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 | $32,856 | $114,381-71.3% | $107,525-69.4% | $142,382-76.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 16.76% | 242.71%-225.9pp | 181.32%-164.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $800 | $4,015-80.1% | $3,754-78.7% | $4,299-81.4% |
| Participant deferral / active EE | $4,625 | $5,564-16.9% | $5,116-9.6% | $6,507-28.9% |
| Admin fee / account holder | $163 | $9,860-98.3% | $8,919-98.2% | $12,624-98.7% |