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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,484 | $59,107-56.9% | $86,436-70.5% | $68,494-62.8% |
| Participation rate | 57.7% | 75.2%-17.6pp | 80.3%-22.6pp | 67.9%-10.2pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4394.89%-4394.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $967 | $2,519-61.6% | $3,769-74.3% | $2,596-62.8% |
| Participant deferral / active EE | $1,151 | $5,901-80.5% | $6,952-83.4% | $4,027-71.4% |
| Admin fee / account holder | $46 | $5,637-99.2% | $6,731-99.3% | $5,403-99.1% |