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 | $134,936 | $167,307-19.3% | $143,757-6.1% | $134,475+0.3% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -17.00% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $924 | $5,619-83.6% | $4,951-81.3% | $4,740-80.5% |
| Participant deferral / active EE | $7,133 | $6,446+10.7% | $5,637+26.5% | $6,400+11.5% |
| Admin fee / account holder | $47 | $18,088-99.7% | $14,673-99.7% | $11,426-99.6% |