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 | $107,027 | $209,411-48.9% | $178,490-40.0% | $158,922-32.7% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 20.13% | 188.75%-168.6pp | 151.07%-130.9pp | 302.83%-282.7pp |
| Employer contribution / active EE | $963 | $5,706-83.1% | $5,011-80.8% | $4,761-79.8% |
| Participant deferral / active EE | $3,878 | $5,954-34.9% | $5,202-25.5% | $5,982-35.2% |
| Admin fee / account holder | $285 | $17,074-98.3% | $13,984-98.0% | $11,246-97.5% |