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 9-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 | $142,121 | $106,515+33.4% | $96,683+47.0% | $139,434+1.9% |
| Participation rate | 11.1% | 77.8%-66.7pp | 74.3%-63.2pp | 80.3%-69.2pp |
| Annual return | 21.92% | 38.43%-16.5pp | 35.69%-13.8pp | 372.94%-351.0pp |
| Employer contribution / active EE | $201 | $4,103-95.1% | $3,737-94.6% | $4,751-95.8% |
| Participant deferral / active EE | $1,731 | $5,454-68.3% | $4,878-64.5% | $6,710-74.2% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |