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 | $55,275 | $197,591-72.0% | $177,821-68.9% | $158,922-65.2% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 39.79% | 58.76%-19.0pp | 48.32%-8.5pp | 302.83%-263.0pp |
| Employer contribution / active EE | $1,295 | $6,697-80.7% | $5,918-78.1% | $4,761-72.8% |
| Participant deferral / active EE | $5,390 | $8,405-35.9% | $7,714-30.1% | $5,982-9.9% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |