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 | $25,725 | $73,515-65.0% | $62,995-59.2% | $147,584-82.6% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 13.98% | 175.43%-161.4pp | 87.57%-73.6pp | 578.55%-564.6pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,116 | $4,185-49.4% | $3,329-36.4% | $5,439-61.1% |
| Admin fee / account holder | $2 | $5,953-100.0% | $3,600-99.9% | $10,885-100.0% |