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 9-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 | $68,994 | $185,822-62.9% | $169,993-59.4% | $139,434-50.5% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 30.21% | 60.50%-30.3pp | 53.37%-23.2pp | 372.94%-342.7pp |
| Employer contribution / active EE | $1,384 | $7,590-81.8% | $6,785-79.6% | $4,751-70.9% |
| Participant deferral / active EE | $3,536 | $11,622-69.6% | $10,408-66.0% | $6,710-47.3% |
| Admin fee / account holder | $19 | $15,381-99.9% | $12,815-99.9% | $11,403-99.8% |