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 | $20,162 | $138,044-85.4% | $125,339-83.9% | $134,475-85.0% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -14.89% | 750.33%-765.2pp | 572.05%-586.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $815 | $5,243-84.5% | $4,814-83.1% | $4,740-82.8% |
| Participant deferral / active EE | $2,552 | $7,799-67.3% | $7,446-65.7% | $6,400-60.1% |
| Admin fee / account holder | $171 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |