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 9-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 | $43,422 | $165,984-73.8% | $164,813-73.7% | $145,922-70.2% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.6%-35.7pp | 80.3%-37.4pp |
| Annual return | 13.81% | 100.03%-86.2pp | 69.93%-56.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $520 | $5,273-90.1% | $4,341-88.0% | $4,660-88.9% |
| Participant deferral / active EE | $2,839 | $6,959-59.2% | $6,031-52.9% | $6,688-57.5% |
| Admin fee / account holder | $276 | $16,648-98.3% | $12,690-97.8% | $13,397-97.9% |