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 10-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 | $42,020 | $202,318-79.2% | $172,739-75.7% | $152,861-72.5% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.4%-57.4pp |
| Annual return | 24.38% | 1029.65%-1005.3pp | 802.84%-778.5pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,098 | $5,856-81.2% | $5,143-78.6% | $4,762-76.9% |
| Participant deferral / active EE | $3,495 | $5,948-41.2% | $5,198-32.8% | $5,850-40.3% |
| Admin fee / account holder | $296 | $17,109-98.3% | $13,954-97.9% | $11,596-97.4% |