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 | $10,923 | $32,037-65.9% | $69,182-84.2% | $62,891-82.6% |
| Participation rate | 9.4% | 43.4%-34.0pp | 55.1%-45.7pp | 69.3%-59.9pp |
| Annual return | 7.19% | 15.16%-8.0pp | -21.93%+29.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $448 | $1,185-62.2% | $1,897-76.4% | $3,203-86.0% |
| Admin fee / account holder | $246 | $2,608-90.6% | $2,697-90.9% | $4,296-94.3% |