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 | $80,808 | $142,344-43.2% | $119,609-32.4% | $134,475-39.9% |
| Participation rate | 22.2% | 82.8%-60.6pp | 79.3%-57.0pp | 81.2%-59.0pp |
| Annual return | -17.72% | -12.44%-5.3pp | -14.97%-2.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $360 | $5,222-93.1% | $4,232-91.5% | $4,740-92.4% |
| Participant deferral / active EE | $2,944 | $6,469-54.5% | $5,602-47.4% | $6,400-54.0% |
| Admin fee / account holder | $60 | $13,584-99.6% | $10,323-99.4% | $11,426-99.5% |