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 | $34,815 | $59,805-41.8% | $79,550-56.2% | $68,494-49.2% |
| Participation rate | 43.5% | 61.1%-17.5pp | 69.5%-26.0pp | 67.9%-24.4pp |
| Annual return | -16.02% | -12.30%-3.7pp | 0.16%-16.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $33 | $1,505-97.8% | $2,413-98.6% | $2,596-98.7% |
| Participant deferral / active EE | $1,851 | $3,024-38.8% | $3,985-53.5% | $4,027-54.0% |
| Admin fee / account holder | $197 | $4,835-95.9% | $6,832-97.1% | $5,403-96.4% |