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 10-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 | $197,644 | $138,065+43.2% | $123,544+60.0% | $135,375+46.0% |
| Participation rate | 28.6% | 84.7%-56.2pp | 82.3%-53.7pp | 82.6%-54.1pp |
| Annual return | -5.99% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $503 | $5,151-90.2% | $4,628-89.1% | $4,779-89.5% |
| Participant deferral / active EE | $2,788 | $6,799-59.0% | $6,426-56.6% | $5,609-50.3% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |