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 | $18,499 | $148,534-87.5% | $135,903-86.4% | $139,434-86.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 29.04% | 79.19%-50.2pp | 68.23%-39.2pp | 372.94%-343.9pp |
| Employer contribution / active EE | $639 | $5,243-87.8% | $4,856-86.8% | $4,751-86.5% |
| Participant deferral / active EE | $6,948 | $8,100-14.2% | $7,758-10.4% | $6,710+3.5% |
| Admin fee / account holder | $34 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |