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 | $18,082 | $107,334-83.2% | $92,893-80.5% | $152,861-88.2% |
| Participation rate | 20.8% | 79.8%-59.0pp | 76.0%-55.2pp | 82.4%-61.6pp |
| Annual return | 32.42% | 145.58%-113.2pp | 109.41%-77.0pp | 345.32%-312.9pp |
| Employer contribution / active EE | $739 | $4,221-82.5% | $3,653-79.8% | $4,762-84.5% |
| Participant deferral / active EE | $2,018 | $4,845-58.3% | $4,236-52.4% | $5,850-65.5% |
| Admin fee / account holder | $134 | $7,079-98.1% | $5,794-97.7% | $11,596-98.8% |