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 | $54,285 | $198,466-72.6% | $170,442-68.2% | $147,584-63.2% |
| Participation rate | 20.0% | 88.0%-68.0pp | 83.6%-63.6pp | 82.8%-62.8pp |
| Annual return | 0.00% | 257.29%-257.3pp | 205.93%-205.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $636 | $6,184-89.7% | $5,433-88.3% | $4,876-87.0% |
| Participant deferral / active EE | $3,600 | $5,629-36.1% | $4,939-27.1% | $5,439-33.8% |
| Admin fee / account holder | $188 | $16,852-98.9% | $13,880-98.6% | $10,885-98.3% |