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 | $33,587 | $69,518-51.7% | $59,878-43.9% | $135,375-75.2% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.7%-34.7pp | 82.6%-42.6pp |
| Annual return | -4.30% | 7.94%-12.2pp | 3.46%-7.8pp | 519.73%-524.0pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,570 | $4,206-38.9% | $3,402-24.5% | $5,609-54.2% |
| Admin fee / account holder | -$31 | $5,734-100.5% | $3,590-100.9% | $10,827-100.3% |