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 | $64,372 | $112,096-42.6% | $95,952-32.9% | $158,922-59.5% |
| Participation rate | 20.0% | 79.0%-59.0pp | 77.1%-57.1pp | 82.0%-62.0pp |
| Annual return | 10.19% | 171.09%-160.9pp | 91.61%-81.4pp | 302.83%-292.6pp |
| Employer contribution / active EE | $497 | $3,198-84.5% | $2,541-80.4% | $4,761-89.6% |
| Participant deferral / active EE | $5,222 | $4,784+9.2% | $4,167+25.3% | $5,982-12.7% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |