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 | $41,117 | $43,723-6.0% | $121,196-66.1% | $64,186-35.9% |
| Participation rate | 33.3% | 58.3%-25.0pp | 71.7%-38.4pp | 69.6%-36.2pp |
| Annual return | -3.74% | 68.91%-72.7pp | 16.93%-20.7pp | 7.63%-11.4pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,742 | $2,280-23.6% | $3,344-47.9% | $3,470-49.8% |
| Admin fee / account holder | $101 | $3,501-97.1% | $5,019-98.0% | $4,888-97.9% |