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 | $45,377 | $209,832-78.4% | $189,513-76.1% | $167,490-72.9% |
| Participation rate | 57.1% | 88.7%-31.5pp | 87.8%-30.7pp | 82.1%-25.0pp |
| Annual return | 18.34% | 748.27%-729.9pp | 555.15%-536.8pp | 478.56%-460.2pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $11,250 | $8,935+25.9% | $8,221+36.8% | $6,341+77.4% |
| Admin fee / account holder | $18 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |