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 | $97,144 | $115,770-16.1% | $101,248-4.1% | $158,922-38.9% |
| Participation rate | 16.7% | 79.4%-62.7pp | 75.8%-59.1pp | 82.0%-65.3pp |
| Annual return | 25.25% | 56.14%-30.9pp | 46.47%-21.2pp | 302.83%-277.6pp |
| Employer contribution / active EE | $628 | $4,175-84.9% | $3,660-82.8% | $4,761-86.8% |
| Participant deferral / active EE | $1,571 | $4,957-68.3% | $4,370-64.1% | $5,982-73.7% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |