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 | $58,207 | $99,032-41.2% | $80,019-27.3% | $135,375-57.0% |
| Participation rate | 56.5% | 78.4%-21.8pp | 75.8%-19.3pp | 82.6%-26.1pp |
| Annual return | -7.31% | 15.39%-22.7pp | 11.22%-18.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $197 | $3,043-93.5% | $2,468-92.0% | $4,779-95.9% |
| Participant deferral / active EE | $1,858 | $4,282-56.6% | $3,686-49.6% | $5,609-66.9% |
| Admin fee / account holder | $12 | $10,436-99.9% | $6,521-99.8% | $10,827-99.9% |