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 | $62,562 | $107,334-41.7% | $92,893-32.7% | $152,861-59.1% |
| Participation rate | 26.1% | 79.8%-53.7pp | 76.0%-49.9pp | 82.4%-56.4pp |
| Annual return | 23.57% | 145.58%-122.0pp | 109.41%-85.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $706 | $4,221-83.3% | $3,653-80.7% | $4,762-85.2% |
| Participant deferral / active EE | $2,903 | $4,845-40.1% | $4,236-31.5% | $5,850-50.4% |
| Admin fee / account holder | -$26 | $7,079-100.4% | $5,794-100.4% | $11,596-100.2% |