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 | $36,164 | $95,971-62.3% | $74,550-51.5% | $135,375-73.3% |
| Participation rate | 62.5% | 75.7%-13.2pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -7.49% | 56.96%-64.5pp | 32.53%-40.0pp | 519.73%-527.2pp |
| Employer contribution / active EE | $121 | $2,716-95.5% | $1,961-93.8% | $4,779-97.5% |
| Participant deferral / active EE | $1,060 | $3,843-72.4% | $3,108-65.9% | $5,609-81.1% |
| Admin fee / account holder | $3 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |