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 | $30,036 | $177,572-83.1% | $154,803-80.6% | $142,382-78.9% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 19.62% | 65.07%-45.5pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $610 | $4,810-87.3% | $4,305-85.8% | $4,299-85.8% |
| Participant deferral / active EE | $3,008 | $6,272-52.0% | $5,540-45.7% | $6,507-53.8% |
| Admin fee / account holder | $232 | $16,786-98.6% | $14,329-98.4% | $12,624-98.2% |