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 10-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 | $32,386 | $202,318-84.0% | $172,739-81.3% | $152,861-78.8% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 30.49% | 1029.65%-999.2pp | 802.84%-772.3pp | 345.32%-314.8pp |
| Employer contribution / active EE | $846 | $5,856-85.5% | $5,143-83.5% | $4,762-82.2% |
| Participant deferral / active EE | $4,154 | $5,948-30.2% | $5,198-20.1% | $5,850-29.0% |
| Admin fee / account holder | $13 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |