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 | $52,493 | $180,449-70.9% | $154,107-65.9% | $135,375-61.2% |
| Participation rate | 17.6% | 87.4%-69.8pp | 83.0%-65.4pp | 82.6%-65.0pp |
| Annual return | -7.05% | 888.09%-895.1pp | 735.12%-742.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $393 | $6,035-93.5% | $5,298-92.6% | $4,779-91.8% |
| Participant deferral / active EE | $2,204 | $5,806-62.0% | $5,081-56.6% | $5,609-60.7% |
| Admin fee / account holder | $80 | $16,143-99.5% | $13,411-99.4% | $10,827-99.3% |