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 | $28,243 | $82,630-65.8% | $64,105-55.9% | $125,391-77.5% |
| Participation rate | 53.8% | 75.9%-22.0pp | 68.2%-14.3pp | 83.2%-29.3pp |
| Annual return | -1.67% | 1489.72%-1491.4pp | 791.24%-792.9pp | 282.22%-283.9pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,681 | $3,608-25.7% | $2,822-5.0% | $5,352-49.9% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |