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 | $66,112 | $102,604-35.6% | $86,188-23.3% | $139,434-52.6% |
| Participation rate | 13.3% | 74.5%-61.2pp | 69.0%-55.6pp | 80.3%-67.0pp |
| Annual return | 15.68% | 1922.51%-1906.8pp | 1168.45%-1152.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $104 | $3,032-96.6% | $2,380-95.6% | $4,751-97.8% |
| Participant deferral / active EE | $3,026 | $4,676-35.3% | $3,985-24.1% | $6,710-54.9% |
| Admin fee / account holder | $272 | $8,657-96.9% | $6,852-96.0% | $11,403-97.6% |