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 6-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 | $102,952 | $183,519-43.9% | $155,509-33.8% | $145,922-29.4% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.5pp | 80.3%-63.6pp |
| Annual return | 11.92% | 61.17%-49.2pp | 64.67%-52.7pp | 561.29%-549.4pp |
| Employer contribution / active EE | $702 | $5,313-86.8% | $4,672-85.0% | $4,660-84.9% |
| Participant deferral / active EE | $2,827 | $6,462-56.3% | $5,626-49.8% | $6,688-57.7% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |