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 4-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 | $14,341 | $80,717-82.2% | $154,803-90.7% | $84,808-83.1% |
| Participation rate | 63.0% | 66.8%-3.8pp | 78.1%-15.1pp | 68.3%-5.3pp |
| Annual return | 14.11% | 37.96%-23.8pp | 58.88%-44.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,041 | $3,303-68.5% | $5,540-81.2% | $4,212-75.3% |
| Admin fee / account holder | $48 | $6,746-99.3% | $14,329-99.7% | $7,344-99.3% |