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 | $76,352 | $202,318-62.3% | $172,739-55.8% | $152,861-50.1% |
| Participation rate | 36.4% | 87.1%-50.7pp | 82.6%-46.3pp | 82.4%-46.1pp |
| Annual return | 23.65% | 1029.65%-1006.0pp | 802.84%-779.2pp | 345.32%-321.7pp |
| Employer contribution / active EE | $824 | $5,856-85.9% | $5,143-84.0% | $4,762-82.7% |
| Participant deferral / active EE | $2,949 | $5,948-50.4% | $5,198-43.3% | $5,850-49.6% |
| Admin fee / account holder | $4 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |