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 7-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 | $25,614 | $215,321-88.1% | $143,757-82.2% | - |
| Participation rate | 69.7% | 60.1%+9.6pp | 80.3%-10.6pp | - |
| Annual return | -10.69% | -15.45%+4.8pp | -0.04%-10.7pp | - |
| Employer contribution / active EE | $1,982 | $1,875+5.7% | $4,951-60.0% | - |
| Participant deferral / active EE | $4,574 | $2,485+84.1% | $5,637-18.9% | - |
| Admin fee / account holder | $163 | $36,394-99.6% | $14,673-98.9% | - |