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 | $23,919 | $50,958-53.1% | $74,550-67.9% | $64,186-62.7% |
| Participation rate | 7.9% | 61.1%-53.2pp | 69.1%-61.2pp | 69.6%-61.7pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $134 | $1,115-88.0% | $1,961-93.2% | $2,381-94.4% |
| Participant deferral / active EE | $1,776 | $2,301-22.8% | $3,108-42.8% | $3,470-48.8% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,888-100.0% |