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 | $35,591 | $159,602-77.7% | $150,045-76.3% | $142,382-75.0% |
| Participation rate | 61.5% | 84.0%-22.4pp | 82.3%-20.8pp | 80.1%-18.6pp |
| Annual return | 14.80% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $865 | $4,961-82.6% | $4,693-81.6% | $4,299-79.9% |
| Participant deferral / active EE | $2,564 | $8,310-69.1% | $7,997-67.9% | $6,507-60.6% |
| Admin fee / account holder | $100 | $14,846-99.3% | $13,435-99.3% | $12,624-99.2% |