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 9-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 | $66,607 | $76,000-12.4% | $154,107-56.8% | $64,186+3.8% |
| Participation rate | 59.0% | 70.4%-11.4pp | 83.0%-24.0pp | 69.6%-10.6pp |
| Annual return | -7.73% | 30.32%-38.1pp | 735.12%-742.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $37 | $3,351-98.9% | $5,298-99.3% | $2,381-98.4% |
| Participant deferral / active EE | $3,229 | $3,175+1.7% | $5,081-36.4% | $3,470-6.9% |
| Admin fee / account holder | $131 | $5,596-97.7% | $13,411-99.0% | $4,888-97.3% |