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 7-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 | $131,994 | $129,942+1.6% | $104,294+26.6% | $134,475-1.8% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -18.68% | 42.03%-60.7pp | 24.61%-43.3pp | 417.96%-436.6pp |
| Employer contribution / active EE | $441 | $4,184-89.5% | $3,372-86.9% | $4,740-90.7% |
| Participant deferral / active EE | $1,763 | $5,588-68.5% | $4,625-61.9% | $6,400-72.5% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |