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 6-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 | $55,640 | $127,386-56.3% | $115,037-51.6% | $125,391-55.6% |
| Participation rate | 33.3% | 84.2%-50.8pp | 81.4%-48.0pp | 83.2%-49.9pp |
| Annual return | -1.72% | 31.28%-33.0pp | 26.14%-27.9pp | 282.22%-283.9pp |
| Employer contribution / active EE | $261 | $5,166-94.9% | $4,608-94.3% | $4,866-94.6% |
| Participant deferral / active EE | $2,611 | $6,423-59.3% | $6,026-56.7% | $5,352-51.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |