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 | $56,668 | $180,449-68.6% | $154,107-63.2% | $135,375-58.1% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -7.69% | 888.09%-895.8pp | 735.12%-742.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,238 | $6,035-79.5% | $5,298-76.6% | $4,779-74.1% |
| Participant deferral / active EE | $2,742 | $5,806-52.8% | $5,081-46.0% | $5,609-51.1% |
| Admin fee / account holder | $278 | $16,143-98.3% | $13,411-97.9% | $10,827-97.4% |