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 | $25,079 | $109,881-77.2% | $150,045-83.3% | $84,808-70.4% |
| Participation rate | 64.3% | 76.1%-11.8pp | 82.3%-18.0pp | 68.3%-4.0pp |
| Annual return | 19.16% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,717 | $6,636-59.1% | $7,997-66.0% | $4,212-35.5% |
| Admin fee / account holder | $172 | $8,568-98.0% | $13,435-98.7% | $7,344-97.7% |