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 | $86,721 | $126,574-31.5% | $106,213-18.4% | $145,922-40.6% |
| Participation rate | 37.5% | 77.6%-40.1pp | 75.3%-37.8pp | 80.3%-42.8pp |
| Annual return | 10.10% | 224.79%-214.7pp | 116.14%-106.0pp | 561.29%-551.2pp |
| Employer contribution / active EE | $721 | $3,730-80.7% | $3,171-77.3% | $4,660-84.5% |
| Participant deferral / active EE | $4,500 | $5,724-21.4% | $5,016-10.3% | $6,688-32.7% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |