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 | $90,435 | $135,635-33.3% | $110,238-18.0% | $135,375-33.2% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | -7.85% | 513.19%-521.0pp | 314.74%-322.6pp | 519.73%-527.6pp |
| Employer contribution / active EE | $392 | $4,906-92.0% | $3,826-89.8% | $4,779-91.8% |
| Participant deferral / active EE | $2,553 | $5,506-53.6% | $4,672-45.3% | $5,609-54.5% |
| Admin fee / account holder | $36 | $11,457-99.7% | $8,547-99.6% | $10,827-99.7% |