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 | $33,621 | $183,519-81.7% | $155,509-78.4% | $145,922-77.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 24.43% | 61.17%-36.7pp | 64.67%-40.2pp | 561.29%-536.9pp |
| Employer contribution / active EE | $530 | $5,313-90.0% | $4,672-88.7% | $4,660-88.6% |
| Participant deferral / active EE | $4,835 | $6,462-25.2% | $5,626-14.1% | $6,688-27.7% |
| Admin fee / account holder | $135 | $19,313-99.3% | $15,912-99.2% | $13,397-99.0% |