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 | $37,706 | $92,222-59.1% | $76,768-50.9% | $135,375-72.1% |
| Participation rate | 52.2% | 79.8%-27.6pp | 77.0%-24.8pp | 82.6%-30.5pp |
| Annual return | -5.92% | 5.46%-11.4pp | 2.43%-8.3pp | 519.73%-525.7pp |
| Employer contribution / active EE | $521 | $3,216-83.8% | $2,485-79.0% | $4,779-89.1% |
| Participant deferral / active EE | $2,285 | $4,509-49.3% | $3,852-40.7% | $5,609-59.3% |
| Admin fee / account holder | $278 | $10,748-97.4% | $6,675-95.8% | $10,827-97.4% |