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 | $77,755 | $217,402-64.2% | $185,823-58.2% | $167,490-53.6% |
| Participation rate | 57.1% | 86.0%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 15.05% | 148.36%-133.3pp | 122.05%-107.0pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,156 | $5,873-80.3% | $5,167-77.6% | $4,837-76.1% |
| Participant deferral / active EE | $4,710 | $6,356-25.9% | $5,568-15.4% | $6,341-25.7% |
| Admin fee / account holder | $202 | $19,811-99.0% | $16,237-98.8% | $12,309-98.4% |