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 | $46,103 | $177,572-74.0% | $154,803-70.2% | $142,382-67.6% |
| Participation rate | 45.8% | 82.1%-36.2pp | 78.1%-32.2pp | 80.1%-34.3pp |
| Annual return | 24.40% | 65.07%-40.7pp | 58.88%-34.5pp | 217.08%-192.7pp |
| Employer contribution / active EE | $880 | $4,810-81.7% | $4,305-79.6% | $4,299-79.5% |
| Participant deferral / active EE | $3,838 | $6,272-38.8% | $5,540-30.7% | $6,507-41.0% |
| Admin fee / account holder | $140 | $16,786-99.2% | $14,329-99.0% | $12,624-98.9% |