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 | $137,156 | $108,172+26.8% | $77,482+77.0% | $158,922-13.7% |
| Participation rate | 7.1% | 64.4%-57.3pp | 54.2%-47.0pp | 82.0%-74.8pp |
| Annual return | 10.99% | 31.67%-20.7pp | 54.79%-43.8pp | 302.83%-291.8pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $894 | $2,456-63.6% | $1,861-52.0% | $5,982-85.1% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |