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 | $48,959 | $93,024-47.4% | $77,024-36.4% | $134,475-63.6% |
| Participation rate | 17.4% | 74.5%-57.1pp | 67.9%-50.5pp | 81.2%-63.8pp |
| Annual return | -16.40% | 62.60%-79.0pp | 42.32%-58.7pp | 417.96%-434.4pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,115 | $5,238-78.7% | $4,426-74.8% | $6,400-82.6% |
| Admin fee / account holder | $131 | $6,944-98.1% | $5,425-97.6% | $11,426-98.9% |