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 | $48,846 | $87,540-44.2% | $75,781-35.5% | $125,391-61.0% |
| Participation rate | 33.3% | 80.2%-46.8pp | 75.8%-42.5pp | 83.2%-49.9pp |
| Annual return | -2.28% | 13.48%-15.8pp | 9.68%-12.0pp | 282.22%-284.5pp |
| Employer contribution / active EE | $141 | $3,930-96.4% | $3,323-95.8% | $4,866-97.1% |
| Participant deferral / active EE | $1,333 | $4,229-68.5% | $3,651-63.5% | $5,352-75.1% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |