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 | $110,128 | $47,848+130.2% | $81,478+35.2% | $70,131+57.0% |
| Participation rate | 20.7% | 58.3%-37.6pp | 68.0%-47.3pp | 69.5%-48.9pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $169 | $1,527-88.9% | $2,568-93.4% | $2,342-92.8% |
| Participant deferral / active EE | $1,366 | $2,453-44.3% | $3,537-61.4% | $3,332-59.0% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |