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 | $95,450 | $150,440-36.6% | $136,294-30.0% | $147,584-35.3% |
| Participation rate | 20.0% | 84.4%-64.4pp | 81.9%-61.9pp | 82.8%-62.8pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $739 | $5,256-85.9% | $4,695-84.3% | $4,876-84.8% |
| Participant deferral / active EE | $3,400 | $6,630-48.7% | $6,247-45.6% | $5,439-37.5% |
| Admin fee / account holder | $83 | $10,905-99.2% | $9,243-99.1% | $10,885-99.2% |