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 | $25,902 | $32,117-19.3% | $71,086-63.6% | $64,186-59.6% |
| Participation rate | 25.5% | 42.7%-17.2pp | 54.7%-29.1pp | 69.6%-44.0pp |
| Annual return | -6.72% | -5.57%-1.2pp | 650.59%-657.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $394 | $1,263-68.8% | $1,874-79.0% | $3,470-88.6% |
| Admin fee / account holder | $104 | $2,759-96.2% | $3,082-96.6% | $4,888-97.9% |