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 3-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 | $55,199 | $90,348-38.9% | $75,972-27.3% | $145,922-62.2% |
| Participation rate | 16.7% | 74.5%-57.8pp | 69.1%-52.4pp | 80.3%-63.6pp |
| Annual return | 35.68% | 620.88%-585.2pp | 359.55%-323.9pp | 561.29%-525.6pp |
| Employer contribution / active EE | $284 | $3,311-91.4% | $2,685-89.4% | $4,660-93.9% |
| Participant deferral / active EE | $3,533 | $5,162-31.5% | $4,255-17.0% | $6,688-47.2% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |