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 7-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 | $48,694 | $149,734-67.5% | $118,925-59.1% | $158,922-69.4% |
| Participation rate | 28.6% | 82.1%-53.5pp | 75.4%-46.8pp | 82.0%-53.4pp |
| Annual return | 31.37% | 19.95%+11.4pp | 35.88%-4.5pp | 302.83%-271.5pp |
| Employer contribution / active EE | $298 | $4,115-92.7% | $3,263-90.9% | $4,761-93.7% |
| Participant deferral / active EE | $5,571 | $5,223+6.7% | $4,265+30.6% | $5,982-6.9% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |