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 | $73,101 | $111,724-34.6% | $93,606-21.9% | $145,922-49.9% |
| Participation rate | 58.8% | 74.2%-15.4pp | 68.7%-9.9pp | 80.3%-21.5pp |
| Annual return | 10.44% | 202.98%-192.5pp | 133.20%-122.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $444 | $3,090-85.6% | $2,420-81.7% | $4,660-90.5% |
| Participant deferral / active EE | $2,011 | $4,912-59.1% | $4,411-54.4% | $6,688-69.9% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |