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 10-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 | $83,501 | $138,065-39.5% | $123,544-32.4% | $135,375-38.3% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -6.89% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $796 | $5,151-84.6% | $4,628-82.8% | $4,779-83.4% |
| Participant deferral / active EE | $3,686 | $6,799-45.8% | $6,426-42.6% | $5,609-34.3% |
| Admin fee / account holder | $2 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |