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 8-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 | $192,242 | $129,942+47.9% | $104,294+84.3% | $134,475+43.0% |
| Participation rate | 7.1% | 79.5%-72.4pp | 73.3%-66.1pp | 81.2%-74.1pp |
| Annual return | -19.80% | 42.03%-61.8pp | 24.61%-44.4pp | 417.96%-437.8pp |
| Employer contribution / active EE | $343 | $4,184-91.8% | $3,372-89.8% | $4,740-92.8% |
| Participant deferral / active EE | $1,929 | $5,588-65.5% | $4,625-58.3% | $6,400-69.9% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |