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 | $120,993 | $138,065-12.4% | $123,544-2.1% | $135,375-10.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -5.78% | 153.68%-159.5pp | 119.20%-125.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $811 | $5,151-84.3% | $4,628-82.5% | $4,779-83.0% |
| Participant deferral / active EE | $9,500 | $6,799+39.7% | $6,426+47.8% | $5,609+69.4% |
| Admin fee / account holder | -$47 | $10,916-100.4% | $9,284-100.5% | $10,827-100.4% |