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 | $68,384 | $92,703-26.2% | $82,719-17.3% | $134,475-49.1% |
| Participation rate | 30.0% | 75.2%-45.2pp | 72.6%-42.6pp | 81.2%-51.2pp |
| Annual return | -13.63% | 944.92%-958.6pp | 701.18%-714.8pp | 417.96%-431.6pp |
| Employer contribution / active EE | $244 | $3,274-92.5% | $3,009-91.9% | $4,740-94.8% |
| Participant deferral / active EE | $2,105 | $4,802-56.2% | $4,395-52.1% | $6,400-67.1% |
| Admin fee / account holder | $58 | $5,983-99.0% | $5,329-98.9% | $11,426-99.5% |