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 | $37,441 | $107,334-65.1% | $92,893-59.7% | $152,861-75.5% |
| Participation rate | 16.7% | 79.8%-63.1pp | 76.0%-59.3pp | 82.4%-65.8pp |
| Annual return | 63.81% | 145.58%-81.8pp | 109.41%-45.6pp | 345.32%-281.5pp |
| Employer contribution / active EE | $504 | $4,221-88.1% | $3,653-86.2% | $4,762-89.4% |
| Participant deferral / active EE | $2,221 | $4,845-54.2% | $4,236-47.6% | $5,850-62.0% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |