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 | $37,258 | $77,813-52.1% | $123,544-69.8% | $64,186-42.0% |
| Participation rate | 62.1% | 74.7%-12.6pp | 82.3%-20.2pp | 69.6%-7.5pp |
| Annual return | -4.29% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $492 | $3,014-83.7% | $4,628-89.4% | $2,381-79.3% |
| Participant deferral / active EE | $4,839 | $5,240-7.6% | $6,426-24.7% | $3,470+39.5% |
| Admin fee / account holder | $239 | $5,519-95.7% | $9,284-97.4% | $4,888-95.1% |