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 | $5,644 | $84,402-93.3% | $61,373-90.8% | $134,475-95.8% |
| Participation rate | 28.6% | 62.2%-33.6pp | 52.6%-24.0pp | 81.2%-52.7pp |
| Annual return | -20.42% | 584.55%-605.0pp | 338.61%-359.0pp | 417.96%-438.4pp |
| Employer contribution / active EE | $30 | $1,544-98.0% | $1,159-97.4% | $4,740-99.4% |
| Participant deferral / active EE | $566 | $2,819-79.9% | $2,125-73.4% | $6,400-91.2% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |