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 10-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 | $35,047 | $76,738-54.3% | $56,411-37.9% | $145,922-76.0% |
| Participation rate | 23.5% | 63.2%-39.7pp | 52.5%-28.9pp | 80.3%-56.7pp |
| Annual return | 10.11% | 2994.23%-2984.1pp | 1701.33%-1691.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $6 | $1,380-99.6% | $1,039-99.4% | $4,660-99.9% |
| Participant deferral / active EE | $444 | $2,623-83.1% | $1,952-77.2% | $6,688-93.4% |
| Admin fee / account holder | $193 | $3,334-94.2% | $2,829-93.2% | $13,397-98.6% |