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 4-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 | $53,027 | $133,958-60.4% | $112,228-52.8% | $134,475-60.6% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.1%-55.1pp | 81.2%-61.2pp |
| Annual return | -8.47% | 47.11%-55.6pp | 27.45%-35.9pp | 417.96%-426.4pp |
| Employer contribution / active EE | $440 | $4,038-89.1% | $3,635-87.9% | $4,740-90.7% |
| Participant deferral / active EE | $4,967 | $5,291-6.1% | $4,728+5.0% | $6,400-22.4% |
| Admin fee / account holder | $287 | $7,489-96.2% | $6,410-95.5% | $11,426-97.5% |