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 | $57,664 | $176,056-67.2% | $159,436-63.8% | $167,490-65.6% |
| Participation rate | 23.8% | 84.9%-61.1pp | 82.8%-59.0pp | 82.1%-58.3pp |
| Annual return | 27.93% | 331.75%-303.8pp | 263.57%-235.6pp | 478.56%-450.6pp |
| Employer contribution / active EE | $507 | $5,297-90.4% | $4,829-89.5% | $4,837-89.5% |
| Participant deferral / active EE | $3,591 | $7,750-53.7% | $7,352-51.2% | $6,341-43.4% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |