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 8-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 | $43,406 | $87,540-50.4% | $75,781-42.7% | $125,391-65.4% |
| Participation rate | 6.7% | 80.2%-73.5pp | 75.8%-69.2pp | 83.2%-76.5pp |
| Annual return | 1.74% | 13.48%-11.7pp | 9.68%-7.9pp | 282.22%-280.5pp |
| Employer contribution / active EE | $95 | $3,930-97.6% | $3,323-97.1% | $4,866-98.0% |
| Participant deferral / active EE | $1,187 | $4,229-71.9% | $3,651-67.5% | $5,352-77.8% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |