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 | $15,511 | $92,703-83.3% | $82,719-81.2% | $134,475-88.5% |
| Participation rate | 36.8% | 75.2%-38.4pp | 72.6%-35.7pp | 81.2%-44.4pp |
| Annual return | -11.86% | 944.92%-956.8pp | 701.18%-713.0pp | 417.96%-429.8pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,238 | $4,802-74.2% | $4,395-71.8% | $6,400-80.6% |
| Admin fee / account holder | $61 | $5,983-99.0% | $5,329-98.9% | $11,426-99.5% |