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 | $54,785 | $202,318-72.9% | $172,739-68.3% | $152,861-64.2% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 5770.21% | 1029.65%+4740.6pp | 802.84%+4967.4pp | 345.32%+5424.9pp |
| Employer contribution / active EE | $1,175 | $5,856-79.9% | $5,143-77.2% | $4,762-75.3% |
| Participant deferral / active EE | $2,436 | $5,948-59.0% | $5,198-53.1% | $5,850-58.4% |
| Admin fee / account holder | $202 | $17,109-98.8% | $13,954-98.6% | $11,596-98.3% |