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 | $28,793 | $106,515-73.0% | $96,683-70.2% | $139,434-79.4% |
| Participation rate | 22.2% | 77.8%-55.6pp | 74.3%-52.1pp | 80.3%-58.1pp |
| Annual return | 22.06% | 38.43%-16.4pp | 35.69%-13.6pp | 372.94%-350.9pp |
| Employer contribution / active EE | $480 | $4,103-88.3% | $3,737-87.2% | $4,751-89.9% |
| Participant deferral / active EE | $3,200 | $5,454-41.3% | $4,878-34.4% | $6,710-52.3% |
| Admin fee / account holder | $184 | $7,877-97.7% | $6,730-97.3% | $11,403-98.4% |