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 | $49,204 | $138,065-64.4% | $123,544-60.2% | $135,375-63.7% |
| Participation rate | 16.7% | 84.7%-68.1pp | 82.3%-65.6pp | 82.6%-66.0pp |
| Annual return | -5.12% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $500 | $5,151-90.3% | $4,628-89.2% | $4,779-89.5% |
| Participant deferral / active EE | $2,500 | $6,799-63.2% | $6,426-61.1% | $5,609-55.4% |
| Admin fee / account holder | $239 | $10,916-97.8% | $9,284-97.4% | $10,827-97.8% |