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 4-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 | $55,321 | $78,926-29.9% | $136,749-59.5% | $84,808-34.8% |
| Participation rate | 7.5% | 62.2%-54.7pp | 72.1%-64.7pp | 68.3%-60.8pp |
| Annual return | 18.31% | 18.17%+0.1pp | 24.33%-6.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,345 | $3,168-57.6% | $4,692-71.3% | $4,212-68.1% |
| Admin fee / account holder | $16 | $6,369-99.7% | $11,386-99.9% | $7,344-99.8% |