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 | $60,098 | $209,411-71.3% | $178,490-66.3% | $158,922-62.2% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 17.37% | 188.75%-171.4pp | 151.07%-133.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $923 | $5,706-83.8% | $5,011-81.6% | $4,761-80.6% |
| Participant deferral / active EE | $3,399 | $5,954-42.9% | $5,202-34.7% | $5,982-43.2% |
| Admin fee / account holder | $281 | $17,074-98.4% | $13,984-98.0% | $11,246-97.5% |