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 10-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 | $78,715 | $175,600-55.2% | $129,110-39.0% | $134,475-41.5% |
| Participation rate | 33.3% | 81.6%-48.2pp | 77.3%-43.9pp | 81.2%-47.9pp |
| Annual return | -19.24% | -11.39%-7.9pp | -10.94%-8.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $888 | $6,355-86.0% | $5,052-82.4% | $4,740-81.3% |
| Participant deferral / active EE | $2,568 | $7,975-67.8% | $6,542-60.8% | $6,400-59.9% |
| Admin fee / account holder | $5 | $23,567-100.0% | $14,302-100.0% | $11,426-100.0% |