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 4-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 | $83,040 | $173,345-52.1% | $136,007-38.9% | $145,922-43.1% |
| Participation rate | 50.0% | 80.5%-30.5pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 14.70% | 1163.32%-1148.6pp | 579.32%-564.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $606 | $5,278-88.5% | $4,217-85.6% | $4,660-87.0% |
| Participant deferral / active EE | $10,000 | $8,699+15.0% | $7,025+42.4% | $6,688+49.5% |
| Admin fee / account holder | $0 | $9,954-100.0% | $6,858-100.0% | $13,397-100.0% |