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 | $55,527 | $180,449-69.2% | $154,107-64.0% | $135,375-59.0% |
| Participation rate | 25.0% | 87.4%-62.4pp | 83.0%-58.0pp | 82.6%-57.6pp |
| Annual return | -0.35% | 888.09%-888.4pp | 735.12%-735.5pp | 519.73%-520.1pp |
| Employer contribution / active EE | $852 | $6,035-85.9% | $5,298-83.9% | $4,779-82.2% |
| Participant deferral / active EE | $2,129 | $5,806-63.3% | $5,081-58.1% | $5,609-62.0% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |