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 | $51,255 | $65,409-21.6% | $98,442-47.9% | $85,850-40.3% |
| Participation rate | 52.0% | 65.0%-13.0pp | 73.3%-21.3pp | 69.3%-17.3pp |
| Annual return | 13.01% | 21.76%-8.7pp | 1492.73%-1479.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,384 | $3,166-56.3% | $4,276-67.6% | $3,952-65.0% |
| Admin fee / account holder | $3 | $4,593-99.9% | $5,949-99.9% | $6,260-99.9% |