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 5-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 | $9,923 | $73,867-86.6% | $143,757-93.1% | $68,494-85.5% |
| Participation rate | 68.0% | 66.7%+1.3pp | 80.3%-12.3pp | 67.9%+0.1pp |
| Annual return | 3.53% | 1.01%+2.5pp | -0.04%+3.6pp | -7.84%+11.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,098 | $3,384+50.6% | $5,637-9.6% | $4,027+26.6% |
| Admin fee / account holder | $96 | $5,755-98.3% | $14,673-99.3% | $5,403-98.2% |