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 9-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 | $23,866 | $105,859-77.5% | $90,160-73.5% | $147,584-83.8% |
| Participation rate | 52.9% | 79.7%-26.8pp | 76.9%-23.9pp | 82.8%-29.9pp |
| Annual return | 268.80% | 37.63%+231.2pp | 34.88%+233.9pp | 578.55%-309.7pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,539 | $5,733-38.3% | $5,288-33.1% | $5,439-34.9% |
| Admin fee / account holder | $130 | $8,046-98.4% | $5,943-97.8% | $10,885-98.8% |