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 | $183,565 | $211,958-13.4% | $169,463+8.3% | $135,375+35.6% |
| Participation rate | 15.8% | 82.6%-66.8pp | 77.8%-62.0pp | 82.6%-66.9pp |
| Annual return | -8.11% | 3.26%-11.4pp | 1.83%-9.9pp | 519.73%-527.8pp |
| Employer contribution / active EE | $401 | $5,120-92.2% | $4,159-90.3% | $4,779-91.6% |
| Participant deferral / active EE | $1,595 | $6,075-73.7% | $5,277-69.8% | $5,609-71.6% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |