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 | $11,196 | $74,888-85.1% | $71,209-84.3% | $142,382-92.1% |
| Participation rate | 61.5% | 76.2%-14.7pp | 73.8%-12.2pp | 80.1%-18.6pp |
| Annual return | 18.73% | 345.14%-326.4pp | 282.51%-263.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $281 | $2,854-90.2% | $2,721-89.7% | $4,299-93.5% |
| Participant deferral / active EE | $1,601 | $4,454-64.0% | $4,175-61.6% | $6,507-75.4% |
| Admin fee / account holder | $279 | $5,568-95.0% | $5,349-94.8% | $12,624-97.8% |