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 | $17,668 | $67,331-73.8% | $60,874-71.0% | $134,475-86.9% |
| Participation rate | 26.1% | 76.2%-50.1pp | 73.1%-47.0pp | 81.2%-55.1pp |
| Annual return | -19.53% | 49.93%-69.5pp | 16.90%-36.4pp | 417.96%-437.5pp |
| Employer contribution / active EE | $166 | $3,096-94.6% | $2,701-93.8% | $4,740-96.5% |
| Participant deferral / active EE | $1,399 | $4,538-69.2% | $3,817-63.3% | $6,400-78.1% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |