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 | $107,868 | $159,901-32.5% | $146,958-26.6% | $145,922-26.1% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 23.26% | 98.13%-74.9pp | 418.34%-395.1pp | 561.29%-538.0pp |
| Employer contribution / active EE | $720 | $5,286-86.4% | $4,933-85.4% | $4,660-84.5% |
| Participant deferral / active EE | $3,148 | $8,428-62.6% | $8,070-61.0% | $6,688-52.9% |
| Admin fee / account holder | $51 | $15,044-99.7% | $12,998-99.6% | $13,397-99.6% |