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 | $37,376 | $180,449-79.3% | $154,107-75.7% | $135,375-72.4% |
| Participation rate | 20.0% | 87.4%-67.4pp | 83.0%-63.0pp | 82.6%-62.6pp |
| Annual return | -4.40% | 888.09%-892.5pp | 735.12%-739.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $170 | $6,035-97.2% | $5,298-96.8% | $4,779-96.5% |
| Participant deferral / active EE | $3,700 | $5,806-36.3% | $5,081-27.2% | $5,609-34.0% |
| Admin fee / account holder | $57 | $16,143-99.6% | $13,411-99.6% | $10,827-99.5% |