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 5-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 | $12,544 | $57,016-78.0% | $84,966-85.2% | $80,856-84.5% |
| Participation rate | 69.7% | 56.3%+13.3pp | 67.5%+2.2pp | 67.6%+2.1pp |
| Annual return | 16.94% | 21.66%-4.7pp | 66.38%-49.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,825 | $3,110-9.2% | $4,519-37.5% | $4,296-34.2% |
| Admin fee / account holder | $23 | $4,980-99.5% | $6,149-99.6% | $6,918-99.7% |