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 | $60,384 | $100,852-40.1% | $90,404-33.2% | $158,922-62.0% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 23.43% | 1724.20%-1700.8pp | 1293.02%-1269.6pp | 302.83%-279.4pp |
| Employer contribution / active EE | $132 | $3,689-96.4% | $3,262-96.0% | $4,761-97.2% |
| Participant deferral / active EE | $3,300 | $4,348-24.1% | $3,963-16.7% | $5,982-44.8% |
| Admin fee / account holder | $30 | $6,501-99.5% | $5,611-99.5% | $11,246-99.7% |