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 3-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 | $32,312 | $159,602-79.8% | $150,045-78.5% | $142,382-77.3% |
| Participation rate | 31.3% | 84.0%-52.7pp | 82.3%-51.1pp | 80.1%-48.9pp |
| Annual return | 18.19% | 70.24%-52.0pp | 62.55%-44.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $787 | $4,961-84.1% | $4,693-83.2% | $4,299-81.7% |
| Participant deferral / active EE | $3,686 | $8,310-55.6% | $7,997-53.9% | $6,507-43.4% |
| Admin fee / account holder | $286 | $14,846-98.1% | $13,435-97.9% | $12,624-97.7% |