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 7-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 | $29,349 | $85,022-65.5% | $70,515-58.4% | $139,434-79.0% |
| Participation rate | 41.2% | 73.9%-32.7pp | 68.3%-27.2pp | 80.3%-39.1pp |
| Annual return | 26.12% | 30.38%-4.3pp | 32.77%-6.7pp | 372.94%-346.8pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,594 | $5,890-39.0% | $4,567-21.3% | $6,710-46.4% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |