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 | $223,087 | $97,757+128.2% | $83,848+166.1% | $135,375+64.8% |
| Participation rate | 14.3% | 80.0%-65.7pp | 76.1%-61.9pp | 82.6%-68.4pp |
| Annual return | -6.26% | 1287.37%-1293.6pp | 850.88%-857.1pp | 519.73%-526.0pp |
| Employer contribution / active EE | $506 | $4,222-88.0% | $3,631-86.1% | $4,779-89.4% |
| Participant deferral / active EE | $1,525 | $4,682-67.4% | $4,082-62.6% | $5,609-72.8% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |