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 | $49,231 | $59,805-17.7% | $79,550-38.1% | $68,494-28.1% |
| Participation rate | 18.4% | 61.1%-42.7pp | 69.5%-51.1pp | 67.9%-49.5pp |
| Annual return | -16.43% | -12.30%-4.1pp | 0.16%-16.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,624 | $3,024-46.3% | $3,985-59.3% | $4,027-59.7% |
| Admin fee / account holder | $154 | $4,835-96.8% | $6,832-97.7% | $5,403-97.2% |