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 5-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 | $10,309 | $93,024-88.9% | $77,024-86.6% | $134,475-92.3% |
| Participation rate | 36.4% | 74.5%-38.1pp | 67.9%-31.5pp | 81.2%-44.9pp |
| Annual return | -19.79% | 62.60%-82.4pp | 42.32%-62.1pp | 417.96%-437.8pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $5,238-100.0% | $4,426-100.0% | $6,400-100.0% |
| Admin fee / account holder | $100 | $6,944-98.6% | $5,425-98.2% | $11,426-99.1% |