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 5-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 | $72,744 | $154,117-52.8% | $129,995-44.0% | $139,434-47.8% |
| Participation rate | 36.4% | 82.0%-45.6pp | 78.5%-42.1pp | 80.3%-44.0pp |
| Annual return | 37.32% | 32.48%+4.8pp | -137.18%+174.5pp | 372.94%-335.6pp |
| Employer contribution / active EE | $857 | $5,289-83.8% | $4,320-80.2% | $4,751-82.0% |
| Participant deferral / active EE | $8,027 | $6,710+19.6% | $5,820+37.9% | $6,710+19.6% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |