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 9-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 | $91,959 | $89,753+2.5% | $107,525-14.5% | $84,808+8.4% |
| Participation rate | 27.5% | 68.1%-40.6pp | 75.1%-47.6pp | 68.3%-40.8pp |
| Annual return | 16.11% | 29.48%-13.4pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $660 | $3,113-78.8% | $3,754-82.4% | $2,631-74.9% |
| Participant deferral / active EE | $1,699 | $4,056-58.1% | $5,116-66.8% | $4,212-59.7% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |