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 | $39,727 | $165,335-76.0% | $149,696-73.5% | $158,922-75.0% |
| Participation rate | 52.6% | 84.6%-31.9pp | 82.5%-29.8pp | 82.0%-29.3pp |
| Annual return | 10.75% | 348.15%-337.4pp | 276.60%-265.9pp | 302.83%-292.1pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,171 | $7,181-41.9% | $6,842-39.0% | $5,982-30.3% |
| Admin fee / account holder | $258 | $10,807-97.6% | $9,309-97.2% | $11,246-97.7% |