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 | $43,521 | $87,870-50.5% | $113,168-61.5% | $74,304-41.4% |
| Participation rate | 22.5% | 70.7%-48.2pp | 76.6%-54.0pp | 60.3%-37.8pp |
| Annual return | 19.66% | 26.44%-6.8pp | 24.27%-4.6pp | 29.43%-9.8pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,555 | $4,241-39.7% | $5,107-50.0% | $3,767-32.2% |
| Admin fee / account holder | $114 | $3,368-96.6% | $12,068-99.1% | $2,969-96.2% |