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 | $39,179 | $209,411-81.3% | $178,490-78.0% | $158,922-75.3% |
| Participation rate | 62.5% | 86.3%-23.8pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 12.91% | 188.75%-175.8pp | 151.07%-138.2pp | 302.83%-289.9pp |
| Employer contribution / active EE | $721 | $5,706-87.4% | $5,011-85.6% | $4,761-84.8% |
| Participant deferral / active EE | $5,276 | $5,954-11.4% | $5,202+1.4% | $5,982-11.8% |
| Admin fee / account holder | $296 | $17,074-98.3% | $13,984-97.9% | $11,246-97.4% |