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 | $82,289 | $185,822-55.7% | $169,993-51.6% | $139,434-41.0% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 15.03% | 60.50%-45.5pp | 53.37%-38.3pp | 372.94%-357.9pp |
| Employer contribution / active EE | $810 | $7,590-89.3% | $6,785-88.1% | $4,751-83.0% |
| Participant deferral / active EE | $4,992 | $11,622-57.0% | $10,408-52.0% | $6,710-25.6% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |