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 | $0 | $75,935-100.0% | $60,547-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 68.0%-68.0pp | 83.2%-83.2pp |
| Annual return | 3.60% | -5.38%+9.0pp | 335.64%-332.0pp | 282.22%-278.6pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,396 | $4,506-46.8% | $3,328-28.0% | $5,352-55.2% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |