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 3-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 | $21,820 | $51,175-57.4% | $70,515-69.1% | $75,163-71.0% |
| Participation rate | 48.7% | 60.9%-12.2pp | 68.3%-19.6pp | 67.2%-18.5pp |
| Annual return | 0.00% | 30.02%-30.0pp | 32.77%-32.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,425 | $2,849+90.4% | $4,567+18.8% | $4,125+31.5% |
| Admin fee / account holder | $127 | $4,091-96.9% | $6,412-98.0% | $5,651-97.8% |