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 | $41,634 | $152,587-72.7% | $125,175-66.7% | $152,861-72.8% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 50.56% | 54.84%-4.3pp | 43.79%+6.8pp | 345.32%-294.8pp |
| Employer contribution / active EE | $229 | $4,946-95.4% | $3,865-94.1% | $4,762-95.2% |
| Participant deferral / active EE | $3,304 | $5,868-43.7% | $4,937-33.1% | $5,850-43.5% |
| Admin fee / account holder | $85 | $13,434-99.4% | $9,702-99.1% | $11,596-99.3% |