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 | $40,904 | $217,402-81.2% | $185,823-78.0% | $167,490-75.6% |
| Participation rate | 16.7% | 86.0%-69.4pp | 81.7%-65.0pp | 82.1%-65.4pp |
| Annual return | 10.88% | 148.36%-137.5pp | 122.05%-111.2pp | 478.56%-467.7pp |
| Employer contribution / active EE | $1,087 | $5,873-81.5% | $5,167-79.0% | $4,837-77.5% |
| Participant deferral / active EE | $3,250 | $6,356-48.9% | $5,568-41.6% | $6,341-48.7% |
| Admin fee / account holder | $175 | $19,811-99.1% | $16,237-98.9% | $12,309-98.6% |