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 | $50,324 | $92,703-45.7% | $82,719-39.2% | $134,475-62.6% |
| Participation rate | 12.5% | 75.2%-62.7pp | 72.6%-60.1pp | 81.2%-68.7pp |
| Annual return | -18.99% | 944.92%-963.9pp | 701.18%-720.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $210 | $3,274-93.6% | $3,009-93.0% | $4,740-95.6% |
| Participant deferral / active EE | $1,523 | $4,802-68.3% | $4,395-65.4% | $6,400-76.2% |
| Admin fee / account holder | $156 | $5,983-97.4% | $5,329-97.1% | $11,426-98.6% |