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 | $28,759 | $95,862-70.0% | $79,550-63.8% | $134,475-78.6% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -11.20% | -2.69%-8.5pp | 0.16%-11.4pp | 417.96%-429.2pp |
| Employer contribution / active EE | $442 | $3,128-85.9% | $2,413-81.7% | $4,740-90.7% |
| Participant deferral / active EE | $6,833 | $4,693+45.6% | $3,985+71.5% | $6,400+6.8% |
| Admin fee / account holder | $184 | $9,126-98.0% | $6,832-97.3% | $11,426-98.4% |