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 | $45,446 | $103,376-56.0% | $87,100-47.8% | $152,861-70.3% |
| Participation rate | 28.6% | 79.3%-50.8pp | 76.9%-48.3pp | 82.4%-53.9pp |
| Annual return | 17.04% | 28.10%-11.1pp | 28.19%-11.2pp | 345.32%-328.3pp |
| Employer contribution / active EE | $436 | $3,220-86.5% | $2,521-82.7% | $4,762-90.9% |
| Participant deferral / active EE | $3,695 | $4,778-22.7% | $4,049-8.7% | $5,850-36.8% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |