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 | $11,550 | $54,350-78.7% | $82,719-86.0% | $68,494-83.1% |
| Participation rate | 26.1% | 63.9%-37.8pp | 72.6%-46.5pp | 67.9%-41.8pp |
| Annual return | -19.47% | -13.67%-5.8pp | 701.18%-720.6pp | -7.84%-11.6pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $918 | $3,246-71.7% | $4,395-79.1% | $4,027-77.2% |
| Admin fee / account holder | $261 | $4,395-94.1% | $5,329-95.1% | $5,403-95.2% |