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 6-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 | $63,367 | $183,963-65.6% | $162,163-60.9% | $152,861-58.5% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.6%-62.6pp | 82.4%-57.4pp |
| Annual return | 34.12% | 150.76%-116.6pp | 115.59%-81.5pp | 345.32%-311.2pp |
| Employer contribution / active EE | $781 | $6,371-87.7% | $5,614-86.1% | $4,762-83.6% |
| Participant deferral / active EE | $4,750 | $8,034-40.9% | $7,298-34.9% | $5,850-18.8% |
| Admin fee / account holder | $228 | $13,121-98.3% | $10,843-97.9% | $11,596-98.0% |