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 | $21,644 | $87,540-75.3% | $75,781-71.4% | $125,391-82.7% |
| Participation rate | 60.0% | 80.2%-20.2pp | 75.8%-15.8pp | 83.2%-23.2pp |
| Annual return | -1.95% | 13.48%-15.4pp | 9.68%-11.6pp | 282.22%-284.2pp |
| Employer contribution / active EE | $344 | $3,930-91.2% | $3,323-89.6% | $4,866-92.9% |
| Participant deferral / active EE | $1,429 | $4,229-66.2% | $3,651-60.9% | $5,352-73.3% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |