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 | $39,744 | $97,757-59.3% | $83,848-52.6% | $135,375-70.6% |
| Participation rate | 20.0% | 80.0%-60.0pp | 76.1%-56.1pp | 82.6%-62.6pp |
| Annual return | -3.33% | 1287.37%-1290.7pp | 850.88%-854.2pp | 519.73%-523.1pp |
| Employer contribution / active EE | $658 | $4,222-84.4% | $3,631-81.9% | $4,779-86.2% |
| Participant deferral / active EE | $2,186 | $4,682-53.3% | $4,082-46.5% | $5,609-61.0% |
| Admin fee / account holder | $139 | $6,674-97.9% | $5,478-97.5% | $10,827-98.7% |