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 | $70,276 | $135,635-48.2% | $110,238-36.3% | $135,375-48.1% |
| Participation rate | 44.4% | 83.5%-39.0pp | 79.8%-35.4pp | 82.6%-38.2pp |
| Annual return | -3.92% | 513.19%-517.1pp | 314.74%-318.7pp | 519.73%-523.7pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,361 | $5,506-57.1% | $4,672-49.5% | $5,609-57.9% |
| Admin fee / account holder | $299 | $11,457-97.4% | $8,547-96.5% | $10,827-97.2% |