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 | $2,442 | $25,014-90.2% | $69,647-96.5% | $80,856-97.0% |
| Participation rate | 39.1% | 64.2%-25.1pp | 66.5%-27.3pp | 67.6%-28.5pp |
| Annual return | 12.51% | 19.07%-6.6pp | 100.48%-88.0pp | 35.59%-23.1pp |
| Employer contribution / active EE | $279 | $993-71.9% | $1,712-83.7% | $2,755-89.9% |
| Participant deferral / active EE | $1,022 | $1,839-44.4% | $2,886-64.6% | $4,296-76.2% |
| Admin fee / account holder | $89 | $2,488-96.4% | $4,713-98.1% | $6,918-98.7% |