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 8-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 | $96,700 | $83,902+15.3% | $167,512-42.3% | $84,808+14.0% |
| Participation rate | 23.6% | 66.5%-42.9pp | 77.1%-53.4pp | 68.3%-44.7pp |
| Annual return | 18.06% | 91.55%-73.5pp | 1615.79%-1597.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,759 | $4,442-37.9% | $6,405-56.9% | $4,212-34.5% |
| Admin fee / account holder | $266 | $7,915-96.6% | $9,769-97.3% | $7,344-96.4% |