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 | $69,924 | $133,958-47.8% | $112,228-37.7% | $134,475-48.0% |
| Participation rate | 47.4% | 78.6%-31.2pp | 75.1%-27.7pp | 81.2%-33.9pp |
| Annual return | -17.93% | 47.11%-65.0pp | 27.45%-45.4pp | 417.96%-435.9pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,171 | $5,291-59.0% | $4,728-54.1% | $6,400-66.1% |
| Admin fee / account holder | $273 | $7,489-96.4% | $6,410-95.7% | $11,426-97.6% |