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 | $52,644 | $167,307-68.5% | $143,757-63.4% | $134,475-60.9% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -14.39% | 0.46%-14.9pp | -0.04%-14.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,067 | $5,619-81.0% | $4,951-78.4% | $4,740-77.5% |
| Participant deferral / active EE | $3,417 | $6,446-47.0% | $5,637-39.4% | $6,400-46.6% |
| Admin fee / account holder | $119 | $18,088-99.3% | $14,673-99.2% | $11,426-99.0% |