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 4-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 | $52,085 | $210,648-75.3% | $177,989-70.7% | $145,922-64.3% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 7.83% | 385.86%-378.0pp | 294.48%-286.7pp | 561.29%-553.5pp |
| Employer contribution / active EE | $188 | $4,565-95.9% | $3,949-95.2% | $4,660-96.0% |
| Participant deferral / active EE | $3,901 | $6,958-43.9% | $6,276-37.8% | $6,688-41.7% |
| Admin fee / account holder | $23 | $12,013-99.8% | $10,363-99.8% | $13,397-99.8% |