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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,821 | $183,963-72.4% | $162,163-68.7% | $152,861-66.8% |
| Participation rate | 69.6% | 88.5%-18.9pp | 87.6%-18.0pp | 82.4%-12.9pp |
| Annual return | 240.38% | 150.76%+89.6pp | 115.59%+124.8pp | 345.32%-104.9pp |
| Employer contribution / active EE | $3,577 | $6,371-43.9% | $5,614-36.3% | $4,762-24.9% |
| Participant deferral / active EE | $2,314 | $8,034-71.2% | $7,298-68.3% | $5,850-60.4% |
| Admin fee / account holder | $19 | $13,121-99.9% | $10,843-99.8% | $11,596-99.8% |