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 | $99,380 | $142,344-30.2% | $119,609-16.9% | $134,475-26.1% |
| Participation rate | 42.9% | 82.8%-40.0pp | 79.3%-36.4pp | 81.2%-38.4pp |
| Annual return | -13.48% | -12.44%-1.0pp | -14.97%+1.5pp | 417.96%-431.4pp |
| Employer contribution / active EE | $437 | $5,222-91.6% | $4,232-89.7% | $4,740-90.8% |
| Participant deferral / active EE | $8,714 | $6,469+34.7% | $5,602+55.6% | $6,400+36.2% |
| Admin fee / account holder | $60 | $13,584-99.6% | $10,323-99.4% | $11,426-99.5% |