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 | $50,401 | $202,318-75.1% | $172,739-70.8% | $152,861-67.0% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.4%-25.3pp |
| Annual return | 23.59% | 1029.65%-1006.1pp | 802.84%-779.3pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,010 | $5,856-82.7% | $5,143-80.4% | $4,762-78.8% |
| Participant deferral / active EE | $3,789 | $5,948-36.3% | $5,198-27.1% | $5,850-35.2% |
| Admin fee / account holder | $279 | $17,109-98.4% | $13,954-98.0% | $11,596-97.6% |