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 8-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 | $53,838 | $57,354-6.1% | $83,848-35.8% | $64,186-16.1% |
| Participation rate | 35.6% | 68.6%-33.1pp | 76.1%-40.6pp | 69.6%-34.0pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $523 | $2,545-79.5% | $3,631-85.6% | $2,381-78.0% |
| Participant deferral / active EE | $1,482 | $2,993-50.5% | $4,082-63.7% | $3,470-57.3% |
| Admin fee / account holder | $234 | $4,046-94.2% | $5,478-95.7% | $4,888-95.2% |