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 6-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 | $178,571 | $124,319+43.6% | $111,297+60.4% | $167,490+6.6% |
| Participation rate | 55.6% | 79.6%-24.1pp | 77.3%-21.8pp | 82.1%-26.5pp |
| Annual return | 96.83% | 37.44%+59.4pp | 54.65%+42.2pp | 478.56%-381.7pp |
| Employer contribution / active EE | $360 | $3,435-89.5% | $2,731-86.8% | $4,837-92.6% |
| Participant deferral / active EE | $2,598 | $5,180-49.9% | $4,487-42.1% | $6,341-59.0% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |