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 7-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 | $44,631 | $197,591-77.4% | $177,821-74.9% | $158,922-71.9% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 14.95% | 58.76%-43.8pp | 48.32%-33.4pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,327 | $6,697-80.2% | $5,918-77.6% | $4,761-72.1% |
| Participant deferral / active EE | $9,730 | $8,405+15.8% | $7,714+26.1% | $5,982+62.7% |
| Admin fee / account holder | $20 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |