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 | $4,292 | $25,979-83.5% | $71,735-94.0% | $68,494-93.7% |
| Participation rate | 17.4% | 54.5%-37.1pp | 62.3%-44.9pp | 67.9%-50.5pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $817 | $1,522-46.3% | $2,658-69.3% | $4,027-79.7% |
| Admin fee / account holder | $37 | $2,022-98.2% | $3,974-99.1% | $5,403-99.3% |