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 | $20,696 | $67,331-69.3% | $60,874-66.0% | $134,475-84.6% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.1%-50.9pp | 81.2%-59.0pp |
| Annual return | -18.86% | 49.93%-68.8pp | 16.90%-35.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,289 | $4,538-49.6% | $3,817-40.0% | $6,400-64.2% |
| Admin fee / account holder | $77 | $4,582-98.3% | $3,224-97.6% | $11,426-99.3% |