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 | $132,324 | $91,911+44.0% | $68,793+92.4% | $135,375-2.3% |
| Participation rate | 14.3% | 76.7%-62.5pp | 72.2%-57.9pp | 82.6%-68.4pp |
| Annual return | -5.25% | -8.22%+3.0pp | -4.63%-0.6pp | 519.73%-525.0pp |
| Employer contribution / active EE | $74 | $3,924-98.1% | $2,625-97.2% | $4,779-98.4% |
| Participant deferral / active EE | $1,560 | $4,315-63.8% | $3,311-52.9% | $5,609-72.2% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |