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 9-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 | $19,869 | $95,862-79.3% | $79,550-75.0% | $134,475-85.2% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -19.02% | -2.69%-16.3pp | 0.16%-19.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $342 | $3,128-89.1% | $2,413-85.8% | $4,740-92.8% |
| Participant deferral / active EE | $1,505 | $4,693-67.9% | $3,985-62.2% | $6,400-76.5% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |