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 | $39,490 | $73,004-45.9% | $90,749-56.5% | $68,494-42.3% |
| Participation rate | 48.3% | 70.8%-22.6pp | 75.7%-27.4pp | 67.9%-19.6pp |
| Annual return | -18.23% | -13.81%-4.4pp | -12.16%-6.1pp | -7.84%-10.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,633 | $3,627-55.0% | $4,564-64.2% | $4,027-59.4% |
| Admin fee / account holder | $0 | $5,896-100.0% | $8,445-100.0% | $5,403-100.0% |