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 | $67,994 | $90,600-25.0% | $79,464-14.4% | $135,375-49.8% |
| Participation rate | 36.4% | 76.0%-39.7pp | 73.3%-37.0pp | 82.6%-46.3pp |
| Annual return | -5.25% | 977.43%-982.7pp | 718.14%-723.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,862 | $4,050+69.4% | $3,704+85.3% | $5,609+22.3% |
| Admin fee / account holder | $273 | $5,907-95.4% | $5,113-94.7% | $10,827-97.5% |