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 5-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 | $69,494 | $190,805-63.6% | $159,960-56.6% | $134,475-48.3% |
| Participation rate | 57.1% | 81.9%-24.8pp | 78.0%-20.8pp | 81.2%-24.1pp |
| Annual return | 104.48% | 552.23%-447.8pp | 408.60%-304.1pp | 417.96%-313.5pp |
| Employer contribution / active EE | $531 | $4,995-89.4% | $4,226-87.4% | $4,740-88.8% |
| Participant deferral / active EE | $10,595 | $6,923+53.0% | $6,182+71.4% | $6,400+65.6% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |