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 | $43,668 | $59,805-27.0% | $79,550-45.1% | $68,494-36.2% |
| Participation rate | 34.8% | 61.1%-26.3pp | 69.5%-34.7pp | 67.9%-33.1pp |
| Annual return | -18.46% | -12.30%-6.2pp | 0.16%-18.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,997 | $3,024-34.0% | $3,985-49.9% | $4,027-50.4% |
| Admin fee / account holder | $1 | $4,835-100.0% | $6,832-100.0% | $5,403-100.0% |