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 | $139,945 | $167,307-16.4% | $143,757-2.7% | $134,475+4.1% |
| Participation rate | 20.0% | 84.8%-64.8pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | -17.33% | 0.46%-17.8pp | -0.04%-17.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,113 | $5,619-80.2% | $4,951-77.5% | $4,740-76.5% |
| Participant deferral / active EE | $3,430 | $6,446-46.8% | $5,637-39.2% | $6,400-46.4% |
| Admin fee / account holder | $187 | $18,088-99.0% | $14,673-98.7% | $11,426-98.4% |