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 | $128,125 | $100,754+27.2% | $86,677+47.8% | $134,475-4.7% |
| Participation rate | 11.1% | 78.9%-67.8pp | 76.6%-65.5pp | 81.2%-70.1pp |
| Annual return | -15.68% | 29.04%-44.7pp | 35.91%-51.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,804 | $5,338-66.2% | $4,656-61.2% | $6,400-71.8% |
| Admin fee / account holder | $120 | $10,926-98.9% | $7,493-98.4% | $11,426-98.9% |