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 | $82,162 | $87,705-6.3% | $63,517+29.4% | $125,391-34.5% |
| Participation rate | 20.0% | 77.0%-57.0pp | 71.0%-51.0pp | 83.2%-63.2pp |
| Annual return | -0.41% | 21.70%-22.1pp | -70.30%+69.9pp | 282.22%-282.6pp |
| Employer contribution / active EE | $100 | $3,601-97.2% | $2,322-95.7% | $4,866-97.9% |
| Participant deferral / active EE | $2,100 | $3,939-46.7% | $2,953-28.9% | $5,352-60.8% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,540-100.0% |