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 | $73,323 | $133,958-45.3% | $112,228-34.7% | $134,475-45.5% |
| Participation rate | 65.0% | 78.6%-13.6pp | 75.1%-10.1pp | 81.2%-16.2pp |
| Annual return | -13.73% | 47.11%-60.8pp | 27.45%-41.2pp | 417.96%-431.7pp |
| Employer contribution / active EE | $407 | $4,038-89.9% | $3,635-88.8% | $4,740-91.4% |
| Participant deferral / active EE | $2,057 | $5,291-61.1% | $4,728-56.5% | $6,400-67.9% |
| Admin fee / account holder | $5 | $7,489-99.9% | $6,410-99.9% | $11,426-100.0% |