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 6-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 | $17,128 | $111,724-84.7% | $93,606-81.7% | $145,922-88.3% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 14.78% | 202.98%-188.2pp | 133.20%-118.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $522 | $3,090-83.1% | $2,420-78.4% | $4,660-88.8% |
| Participant deferral / active EE | $1,818 | $4,912-63.0% | $4,411-58.8% | $6,688-72.8% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |