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 | $88,574 | $112,881-21.5% | $90,951-2.6% | $158,922-44.3% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 7.91% | 215.79%-207.9pp | 134.60%-126.7pp | 302.83%-294.9pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $13,000 | $4,128+215.0% | $3,373+285.4% | $5,982+117.3% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |