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 | $54,325 | $64,707-16.0% | $112,228-51.6% | $68,494-20.7% |
| Participation rate | 45.0% | 67.2%-22.2pp | 75.1%-30.1pp | 67.9%-22.9pp |
| Annual return | -15.15% | -11.40%-3.7pp | 27.45%-42.6pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,274 | $3,565-36.2% | $4,728-51.9% | $4,027-43.5% |
| Admin fee / account holder | $239 | $5,232-95.4% | $6,410-96.3% | $5,403-95.6% |