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 | $23,679 | $93,071-74.6% | $74,583-68.3% | $273,961-91.4% |
| Participation rate | 31.3% | 74.9%-43.7pp | 68.1%-36.9pp | 83.0%-51.8pp |
| Annual return | 9.22% | 26.18%-17.0pp | 20.47%-11.2pp | 41.45%-32.2pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,434 | $4,160-41.5% | $3,458-29.6% | $5,287-54.0% |
| Admin fee / account holder | $6 | $5,272-99.9% | $4,138-99.9% | $10,132-99.9% |