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 7-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 | $44,928 | $197,591-77.3% | $177,821-74.7% | $158,922-71.7% |
| Participation rate | 38.5% | 88.5%-50.1pp | 87.7%-49.3pp | 82.0%-43.5pp |
| Annual return | 449.62% | 58.76%+390.9pp | 48.32%+401.3pp | 302.83%+146.8pp |
| Employer contribution / active EE | $757 | $6,697-88.7% | $5,918-87.2% | $4,761-84.1% |
| Participant deferral / active EE | $3,369 | $8,405-59.9% | $7,714-56.3% | $5,982-43.7% |
| Admin fee / account holder | $45 | $15,399-99.7% | $12,427-99.6% | $11,246-99.6% |