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 | $111,080 | $124,319-10.6% | $111,297-0.2% | $167,490-33.7% |
| Participation rate | 54.5% | 79.6%-25.1pp | 77.3%-22.8pp | 82.1%-27.6pp |
| Annual return | 13.00% | 37.44%-24.4pp | 54.65%-41.7pp | 478.56%-465.6pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,704 | $5,180-28.5% | $4,487-17.5% | $6,341-41.6% |
| Admin fee / account holder | $152 | $10,618-98.6% | $7,964-98.1% | $12,309-98.8% |