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 | $15,244 | $73,867-79.4% | $143,757-89.4% | $68,494-77.7% |
| Participation rate | 68.9% | 66.7%+2.3pp | 80.3%-11.4pp | 67.9%+1.0pp |
| Annual return | -18.16% | 1.01%-19.2pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $213 | $3,184-93.3% | $4,951-95.7% | $2,596-91.8% |
| Participant deferral / active EE | $1,252 | $3,384-63.0% | $5,637-77.8% | $4,027-68.9% |
| Admin fee / account holder | $63 | $5,755-98.9% | $14,673-99.6% | $5,403-98.8% |