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 7-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 | $9,304 | $84,402-89.0% | $61,373-84.8% | $134,475-93.1% |
| Participation rate | 45.5% | 62.2%-16.7pp | 52.6%-7.1pp | 81.2%-35.8pp |
| Annual return | -18.77% | 584.55%-603.3pp | 338.61%-357.4pp | 417.96%-436.7pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,772 | $2,819-37.1% | $2,125-16.6% | $6,400-72.3% |
| Admin fee / account holder | $51 | $2,585-98.0% | $2,130-97.6% | $11,426-99.6% |