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 | $147,724 | $135,635+8.9% | $110,238+34.0% | $135,375+9.1% |
| Participation rate | 25.0% | 83.5%-58.5pp | 79.8%-54.8pp | 82.6%-57.6pp |
| Annual return | -3.89% | 513.19%-517.1pp | 314.74%-318.6pp | 519.73%-523.6pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,000 | $5,506+9.0% | $4,672+28.4% | $5,609+7.0% |
| Admin fee / account holder | $203 | $11,457-98.2% | $8,547-97.6% | $10,827-98.1% |