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 | $114,145 | $92,703+23.1% | $82,719+38.0% | $134,475-15.1% |
| Participation rate | 30.0% | 75.2%-45.2pp | 72.6%-42.6pp | 81.2%-51.2pp |
| Annual return | -19.12% | 944.92%-964.0pp | 701.18%-720.3pp | 417.96%-437.1pp |
| Employer contribution / active EE | $166 | $3,274-94.9% | $3,009-94.5% | $4,740-96.5% |
| Participant deferral / active EE | $2,522 | $4,802-47.5% | $4,395-42.6% | $6,400-60.6% |
| Admin fee / account holder | $20 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |