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 | $61,158 | $149,734-59.2% | $118,925-48.6% | $158,922-61.5% |
| Participation rate | 50.0% | 82.1%-32.1pp | 75.4%-25.4pp | 82.0%-32.0pp |
| Annual return | 17.23% | 19.95%-2.7pp | 35.88%-18.6pp | 302.83%-285.6pp |
| Employer contribution / active EE | $763 | $4,115-81.5% | $3,263-76.6% | $4,761-84.0% |
| Participant deferral / active EE | $3,200 | $5,223-38.7% | $4,265-25.0% | $5,982-46.5% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |