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 | $7,119 | $67,331-89.4% | $60,874-88.3% | $134,475-94.7% |
| Participation rate | 44.4% | 76.2%-31.7pp | 73.1%-28.7pp | 81.2%-36.8pp |
| Annual return | -15.70% | 49.93%-65.6pp | 16.90%-32.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $30 | $3,096-99.0% | $2,701-98.9% | $4,740-99.4% |
| Participant deferral / active EE | $991 | $4,538-78.2% | $3,817-74.0% | $6,400-84.5% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |