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 5-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 | $156,419 | $214,378-27.0% | $200,582-22.0% | $142,382+9.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 19.89% | 46.41%-26.5pp | 42.33%-22.4pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,199 | $6,841-82.5% | $6,419-81.3% | $4,299-72.1% |
| Participant deferral / active EE | $11,230 | $9,865+13.8% | $9,331+20.3% | $6,507+72.6% |
| Admin fee / account holder | $159 | $17,692-99.1% | $16,305-99.0% | $12,624-98.7% |