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 7-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 | $14,766 | $91,911-83.9% | $68,793-78.5% | $135,375-89.1% |
| Participation rate | 8.3% | 76.7%-68.4pp | 72.2%-63.9pp | 82.6%-74.3pp |
| Annual return | 0.00% | -8.22%+8.2pp | -4.63%+4.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $182 | $3,924-95.4% | $2,625-93.1% | $4,779-96.2% |
| Participant deferral / active EE | $1,138 | $4,315-73.6% | $3,311-65.6% | $5,609-79.7% |
| Admin fee / account holder | $48 | $9,240-99.5% | $5,131-99.1% | $10,827-99.6% |