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 | $35,971 | $104,907-65.7% | $84,611-57.5% | $152,861-76.5% |
| Participation rate | 52.9% | 74.8%-21.9pp | 68.2%-15.3pp | 82.4%-29.5pp |
| Annual return | 10.46% | 373.79%-363.3pp | 258.74%-248.3pp | 345.32%-334.9pp |
| Employer contribution / active EE | $168 | $3,302-94.9% | $2,652-93.6% | $4,762-96.5% |
| Participant deferral / active EE | $1,404 | $4,688-70.0% | $3,899-64.0% | $5,850-76.0% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |