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 | $130,047 | $135,635-4.1% | $110,238+18.0% | $135,375-3.9% |
| Participation rate | 30.0% | 83.5%-53.5pp | 79.8%-49.8pp | 82.6%-52.6pp |
| Annual return | -1.21% | 513.19%-514.4pp | 314.74%-316.0pp | 519.73%-520.9pp |
| Employer contribution / active EE | $742 | $4,906-84.9% | $3,826-80.6% | $4,779-84.5% |
| Participant deferral / active EE | $4,366 | $5,506-20.7% | $4,672-6.6% | $5,609-22.2% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |