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 | $13,278 | $133,958-90.1% | $112,228-88.2% | $134,475-90.1% |
| Participation rate | 12.5% | 78.6%-66.1pp | 75.1%-62.6pp | 81.2%-68.7pp |
| Annual return | -15.43% | 47.11%-62.5pp | 27.45%-42.9pp | 417.96%-433.4pp |
| Employer contribution / active EE | $664 | $4,038-83.5% | $3,635-81.7% | $4,740-86.0% |
| Participant deferral / active EE | $1,713 | $5,291-67.6% | $4,728-63.8% | $6,400-73.2% |
| Admin fee / account holder | $10 | $7,489-99.9% | $6,410-99.8% | $11,426-99.9% |