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 3-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 | $29,063 | $73,867-60.7% | $143,757-79.8% | $68,494-57.6% |
| Participation rate | 34.6% | 66.7%-32.0pp | 80.3%-45.7pp | 67.9%-33.3pp |
| Annual return | -18.19% | 1.01%-19.2pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $297 | $3,184-90.7% | $4,951-94.0% | $2,596-88.6% |
| Participant deferral / active EE | $982 | $3,384-71.0% | $5,637-82.6% | $4,027-75.6% |
| Admin fee / account holder | $10 | $5,755-99.8% | $14,673-99.9% | $5,403-99.8% |