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 | $25,152 | $104,106-75.8% | $71,086-64.6% | $135,375-81.4% |
| Participation rate | 55.6% | 65.7%-10.1pp | 54.7%+0.9pp | 82.6%-27.1pp |
| Annual return | -6.67% | 1256.30%-1263.0pp | 650.59%-657.3pp | 519.73%-526.4pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $867 | $2,527-65.7% | $1,874-53.8% | $5,609-84.5% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |