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 | $65,212 | $113,935-42.8% | $94,224-30.8% | $125,391-48.0% |
| Participation rate | 36.8% | 82.9%-46.0pp | 78.8%-41.9pp | 83.2%-46.3pp |
| Annual return | -0.76% | 5.29%-6.0pp | 10.68%-11.4pp | 282.22%-283.0pp |
| Employer contribution / active EE | $249 | $4,727-94.7% | $3,587-93.1% | $4,866-94.9% |
| Participant deferral / active EE | $1,661 | $5,179-67.9% | $4,320-61.6% | $5,352-69.0% |
| Admin fee / account holder | $6 | $8,391-99.9% | $6,269-99.9% | $9,540-99.9% |