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 | $72,238 | $110,094-34.4% | $151,611-52.4% | $68,494+5.5% |
| Participation rate | 65.6% | 84.0%-18.3pp | 87.5%-21.9pp | 67.9%-2.3pp |
| Annual return | -16.12% | -10.12%-6.0pp | 3.33%-19.4pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,195 | $6,527-5.1% | $8,363-25.9% | $4,027+53.8% |
| Admin fee / account holder | $282 | $7,719-96.3% | $11,616-97.6% | $5,403-94.8% |