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 | $26,236 | $127,386-79.4% | $115,037-77.2% | $125,391-79.1% |
| Participation rate | 54.5% | 84.2%-29.6pp | 81.4%-26.8pp | 83.2%-28.6pp |
| Annual return | -1.89% | 31.28%-33.2pp | 26.14%-28.0pp | 282.22%-284.1pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,388 | $6,423-62.8% | $6,026-60.4% | $5,352-55.4% |
| Admin fee / account holder | $143 | $9,516-98.5% | $8,175-98.2% | $9,540-98.5% |