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 | $45,967 | $95,862-52.0% | $79,550-42.2% | $134,475-65.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -12.97% | -2.69%-10.3pp | 0.16%-13.1pp | 417.96%-430.9pp |
| Employer contribution / active EE | $336 | $3,128-89.3% | $2,413-86.1% | $4,740-92.9% |
| Participant deferral / active EE | $1,523 | $4,693-67.5% | $3,985-61.8% | $6,400-76.2% |
| Admin fee / account holder | $28 | $9,126-99.7% | $6,832-99.6% | $11,426-99.8% |