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 | $31,142 | $121,625-74.4% | $104,607-70.2% | $158,922-80.4% |
| Participation rate | 55.6% | 77.5%-22.0pp | 74.1%-18.5pp | 82.0%-26.4pp |
| Annual return | 8.41% | 465.26%-456.8pp | 340.46%-332.1pp | 302.83%-294.4pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,207 | $4,177-47.2% | $3,740-41.0% | $5,982-63.1% |
| Admin fee / account holder | $204 | $7,787-97.4% | $6,473-96.9% | $11,246-98.2% |