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 | $56,573 | $209,411-73.0% | $178,490-68.3% | $158,922-64.4% |
| Participation rate | 18.2% | 86.3%-68.2pp | 81.9%-63.7pp | 82.0%-63.8pp |
| Annual return | 17.82% | 188.75%-170.9pp | 151.07%-133.2pp | 302.83%-285.0pp |
| Employer contribution / active EE | $307 | $5,706-94.6% | $5,011-93.9% | $4,761-93.6% |
| Participant deferral / active EE | $3,239 | $5,954-45.6% | $5,202-37.7% | $5,982-45.9% |
| Admin fee / account holder | $151 | $17,074-99.1% | $13,984-98.9% | $11,246-98.7% |