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 6-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 | $34,143 | $159,602-78.6% | $150,045-77.2% | $142,382-76.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 22.87% | 70.24%-47.4pp | 62.55%-39.7pp | 217.08%-194.2pp |
| Employer contribution / active EE | $645 | $4,961-87.0% | $4,693-86.3% | $4,299-85.0% |
| Participant deferral / active EE | $2,727 | $8,310-67.2% | $7,997-65.9% | $6,507-58.1% |
| Admin fee / account holder | $55 | $14,846-99.6% | $13,435-99.6% | $12,624-99.6% |