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 | $38,732 | $97,757-60.4% | $83,848-53.8% | $135,375-71.4% |
| Participation rate | 39.1% | 80.0%-40.8pp | 76.1%-37.0pp | 82.6%-43.5pp |
| Annual return | -8.81% | 1287.37%-1296.2pp | 850.88%-859.7pp | 519.73%-528.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,228 | $4,682-73.8% | $4,082-69.9% | $5,609-78.1% |
| Admin fee / account holder | $95 | $6,674-98.6% | $5,478-98.3% | $10,827-99.1% |