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 | $65,849 | $202,318-67.5% | $172,739-61.9% | $152,861-56.9% |
| Participation rate | 20.0% | 87.1%-67.1pp | 82.6%-62.6pp | 82.4%-62.4pp |
| Annual return | 23.09% | 1029.65%-1006.6pp | 802.84%-779.8pp | 345.32%-322.2pp |
| Employer contribution / active EE | $169 | $5,856-97.1% | $5,143-96.7% | $4,762-96.5% |
| Participant deferral / active EE | $3,800 | $5,948-36.1% | $5,198-26.9% | $5,850-35.0% |
| Admin fee / account holder | $123 | $17,109-99.3% | $13,954-99.1% | $11,596-98.9% |