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 | $36,075 | $94,625-61.9% | $116,228-69.0% | $84,808-57.5% |
| Participation rate | 63.6% | 70.4%-6.8pp | 74.6%-10.9pp | 68.3%-4.7pp |
| Annual return | 0.00% | 20.40%-20.4pp | 90.06%-90.1pp | 40.90%-40.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,273 | $3,972-42.8% | $4,953-54.1% | $4,212-46.0% |
| Admin fee / account holder | $2 | $10,091-100.0% | $11,989-100.0% | $7,344-100.0% |