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 8-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 | $185,512 | $197,825-6.2% | $155,790+19.1% | $125,391+47.9% |
| Participation rate | 20.0% | 82.1%-62.1pp | 76.1%-56.1pp | 83.2%-63.2pp |
| Annual return | -1.59% | 86.74%-88.3pp | 71.54%-73.1pp | 282.22%-283.8pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $3,836-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,587 | $5,630-36.3% | $4,797-25.2% | $5,352-33.0% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |