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 | $11,388 | $45,863-75.2% | $77,024-85.2% | $68,494-83.4% |
| Participation rate | 28.0% | 55.9%-27.9pp | 67.9%-39.9pp | 67.9%-39.9pp |
| Annual return | -16.90% | 1.72%-18.6pp | 42.32%-59.2pp | -7.84%-9.1pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,117 | $2,962-62.3% | $4,426-74.8% | $4,027-72.3% |
| Admin fee / account holder | $2 | $3,041-99.9% | $5,425-100.0% | $5,403-100.0% |