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 | $36,212 | $217,402-83.3% | $185,823-80.5% | $167,490-78.4% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 16.47% | 148.36%-131.9pp | 122.05%-105.6pp | 478.56%-462.1pp |
| Employer contribution / active EE | $625 | $5,873-89.4% | $5,167-87.9% | $4,837-87.1% |
| Participant deferral / active EE | $7,214 | $6,356+13.5% | $5,568+29.6% | $6,341+13.8% |
| Admin fee / account holder | $67 | $19,811-99.7% | $16,237-99.6% | $12,309-99.5% |