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 | $38,918 | $202,318-80.8% | $172,739-77.5% | $152,861-74.5% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.4%-57.4pp |
| Annual return | 21.21% | 1029.65%-1008.4pp | 802.84%-781.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $653 | $5,856-88.8% | $5,143-87.3% | $4,762-86.3% |
| Participant deferral / active EE | $3,293 | $5,948-44.6% | $5,198-36.7% | $5,850-43.7% |
| Admin fee / account holder | $249 | $17,109-98.5% | $13,954-98.2% | $11,596-97.9% |