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 8-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 | $66,103 | $177,572-62.8% | $154,803-57.3% | $142,382-53.6% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 19.69% | 65.07%-45.4pp | 58.88%-39.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $576 | $4,810-88.0% | $4,305-86.6% | $4,299-86.6% |
| Participant deferral / active EE | $7,469 | $6,272+19.1% | $5,540+34.8% | $6,507+14.8% |
| Admin fee / account holder | $152 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |