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 | $44,188 | $138,044-68.0% | $125,339-64.7% | $134,475-67.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -14.93% | 750.33%-765.3pp | 572.05%-587.0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $885 | $5,243-83.1% | $4,814-81.6% | $4,740-81.3% |
| Participant deferral / active EE | $3,172 | $7,799-59.3% | $7,446-57.4% | $6,400-50.4% |
| Admin fee / account holder | $126 | $11,571-98.9% | $10,010-98.7% | $11,426-98.9% |