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 | $150,800 | $45,863+228.8% | $77,024+95.8% | $68,494+120.2% |
| Participation rate | 10.8% | 55.9%-45.1pp | 67.9%-57.1pp | 67.9%-57.1pp |
| Annual return | -16.87% | 1.72%-18.6pp | 42.32%-59.2pp | -7.84%-9.0pp |
| Employer contribution / active EE | $137 | $1,650-91.7% | $2,812-95.1% | $2,596-94.7% |
| Participant deferral / active EE | $1,324 | $2,962-55.3% | $4,426-70.1% | $4,027-67.1% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,425-100.0% | $5,403-100.0% |