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 | $37,078 | $80,968-54.2% | $96,544-61.6% | $75,163-50.7% |
| Participation rate | 6.1% | 71.8%-65.7pp | 76.0%-69.9pp | 67.2%-61.1pp |
| Annual return | 0.00% | 27.06%-27.1pp | 25.84%-25.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $170 | $2,282-92.6% | $2,965-94.3% | $2,670-93.6% |
| Participant deferral / active EE | $1,863 | $3,928-52.6% | $4,851-61.6% | $4,125-54.8% |
| Admin fee / account holder | $192 | $6,724-97.2% | $8,252-97.7% | $5,651-96.6% |