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 | $93,567 | $95,266-1.8% | $82,389+13.6% | $142,382-34.3% |
| Participation rate | 14.3% | 74.5%-60.2pp | 69.5%-55.3pp | 80.1%-65.8pp |
| Annual return | 25.11% | 25.74%-0.6pp | 28.67%-3.6pp | 217.08%-192.0pp |
| Employer contribution / active EE | $180 | $2,991-94.0% | $2,517-92.8% | $4,299-95.8% |
| Participant deferral / active EE | $3,321 | $4,809-30.9% | $4,155-20.1% | $6,507-49.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |