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 | $77,928 | $57,354+35.9% | $83,848-7.1% | $64,186+21.4% |
| Participation rate | 34.4% | 68.6%-34.2pp | 76.1%-41.8pp | 69.6%-35.2pp |
| Annual return | -7.16% | 11.38%-18.5pp | 850.88%-858.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,171 | $2,993-27.5% | $4,082-46.8% | $3,470-37.4% |
| Admin fee / account holder | $107 | $4,046-97.3% | $5,478-98.0% | $4,888-97.8% |