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 | $40,620 | $90,348-55.0% | $75,972-46.5% | $145,922-72.2% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.1%-29.1pp | 80.3%-40.3pp |
| Annual return | 14.47% | 620.88%-606.4pp | 359.55%-345.1pp | 561.29%-546.8pp |
| Employer contribution / active EE | $338 | $3,311-89.8% | $2,685-87.4% | $4,660-92.7% |
| Participant deferral / active EE | $2,098 | $5,162-59.3% | $4,255-50.7% | $6,688-68.6% |
| Admin fee / account holder | $40 | $8,467-99.5% | $6,467-99.4% | $13,397-99.7% |