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 | $72,419 | $77,813-6.9% | $123,544-41.4% | $64,186+12.8% |
| Participation rate | 34.7% | 74.7%-40.0pp | 82.3%-47.6pp | 69.6%-34.9pp |
| Annual return | -5.27% | 12.48%-17.8pp | 119.20%-124.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,655 | $5,240-30.2% | $6,426-43.1% | $3,470+5.3% |
| Admin fee / account holder | $198 | $5,519-96.4% | $9,284-97.9% | $4,888-96.0% |