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 | $0 | $71,883-100.0% | $86,677-100.0% | $68,494-100.0% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.6%-76.6pp | 67.9%-67.9pp |
| Annual return | -15.86% | 3.52%-19.4pp | 35.91%-51.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $517 | $2,173-76.2% | $2,836-81.8% | $2,596-80.1% |
| Participant deferral / active EE | $2,740 | $3,779-27.5% | $4,656-41.2% | $4,027-32.0% |
| Admin fee / account holder | $0 | $6,112-100.0% | $7,493-100.0% | $5,403-100.0% |