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 | $32,062 | $202,318-84.2% | $172,739-81.4% | $152,861-79.0% |
| Participation rate | 69.6% | 87.1%-17.5pp | 82.6%-13.1pp | 82.4%-12.9pp |
| Annual return | 21.75% | 1029.65%-1007.9pp | 802.84%-781.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | $965 | $5,856-83.5% | $5,143-81.2% | $4,762-79.7% |
| Participant deferral / active EE | $2,172 | $5,948-63.5% | $5,198-58.2% | $5,850-62.9% |
| Admin fee / account holder | $281 | $17,109-98.4% | $13,954-98.0% | $11,596-97.6% |