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 | $12,010 | $96,635-87.6% | $86,612-86.1% | $139,434-91.4% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 29.52% | 106.41%-76.9pp | 591.07%-561.5pp | 372.94%-343.4pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,700 | $4,836-64.8% | $4,438-61.7% | $6,710-74.7% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |