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 | $21,768 | $106,543-79.6% | $91,220-76.1% | $134,475-83.8% |
| Participation rate | 61.1% | 76.8%-15.7pp | 73.2%-12.1pp | 81.2%-20.1pp |
| Annual return | -4.91% | 160.60%-165.5pp | 114.01%-118.9pp | 417.96%-422.9pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,417 | $4,719-48.8% | $4,234-42.9% | $6,400-62.2% |
| Admin fee / account holder | $149 | $6,231-97.6% | $5,420-97.3% | $11,426-98.7% |