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 | $117,407 | $105,998+10.8% | $92,233+27.3% | $147,584-20.4% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 26.18% | 50.05%-23.9pp | 176.28%-150.1pp | 578.55%-552.4pp |
| Employer contribution / active EE | $582 | $4,333-86.6% | $3,679-84.2% | $4,876-88.1% |
| Participant deferral / active EE | $5,630 | $4,478+25.7% | $3,897+44.5% | $5,439+3.5% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |