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 | $47,519 | $167,307-71.6% | $143,757-66.9% | $134,475-64.7% |
| Participation rate | 42.1% | 84.8%-42.7pp | 80.3%-38.2pp | 81.2%-39.1pp |
| Annual return | -18.37% | 0.46%-18.8pp | -0.04%-18.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,064 | $5,619-81.1% | $4,951-78.5% | $4,740-77.5% |
| Participant deferral / active EE | $3,151 | $6,446-51.1% | $5,637-44.1% | $6,400-50.8% |
| Admin fee / account holder | $225 | $18,088-98.8% | $14,673-98.5% | $11,426-98.0% |