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 | $48,454 | $102,828-52.9% | $105,387-54.0% | $152,861-68.3% |
| Participation rate | 35.3% | 83.8%-48.5pp | 82.6%-47.3pp | 82.4%-47.2pp |
| Annual return | 22.85% | 20.85%+2.0pp | 26.82%-4.0pp | 345.32%-322.5pp |
| Employer contribution / active EE | $805 | $4,473-82.0% | $4,213-80.9% | $4,762-83.1% |
| Participant deferral / active EE | $3,108 | $5,465-43.1% | $5,502-43.5% | $5,850-46.9% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,596-100.0% |