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 | $78,632 | $106,515-26.2% | $96,683-18.7% | $139,434-43.6% |
| Participation rate | 68.2% | 77.8%-9.7pp | 74.3%-6.2pp | 80.3%-12.1pp |
| Annual return | 29.56% | 38.43%-8.9pp | 35.69%-6.1pp | 372.94%-343.4pp |
| Employer contribution / active EE | $658 | $4,103-84.0% | $3,737-82.4% | $4,751-86.2% |
| Participant deferral / active EE | $3,105 | $5,454-43.1% | $4,878-36.4% | $6,710-53.7% |
| Admin fee / account holder | $244 | $7,877-96.9% | $6,730-96.4% | $11,403-97.9% |