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 | $57,114 | $202,318-71.8% | $172,739-66.9% | $152,861-62.6% |
| Participation rate | 12.5% | 87.1%-74.6pp | 82.6%-70.1pp | 82.4%-69.9pp |
| Annual return | 28.39% | 1029.65%-1001.3pp | 802.84%-774.4pp | 345.32%-316.9pp |
| Employer contribution / active EE | $196 | $5,856-96.7% | $5,143-96.2% | $4,762-95.9% |
| Participant deferral / active EE | $2,261 | $5,948-62.0% | $5,198-56.5% | $5,850-61.4% |
| Admin fee / account holder | $114 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |