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 | $78,863 | $82,664-4.6% | $125,339-37.1% | $68,494+15.1% |
| Participation rate | 48.2% | 75.0%-26.8pp | 82.4%-34.2pp | 67.9%-19.7pp |
| Annual return | -13.78% | -5.97%-7.8pp | 572.05%-585.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $308 | $3,381-90.9% | $4,814-93.6% | $2,596-88.1% |
| Participant deferral / active EE | $2,980 | $6,110-51.2% | $7,446-60.0% | $4,027-26.0% |
| Admin fee / account holder | $246 | $6,275-96.1% | $10,010-97.5% | $5,403-95.4% |