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 | $27,408 | $80,673-66.0% | $101,326-73.0% | $84,808-67.7% |
| Participation rate | 45.7% | 77.8%-32.1pp | 81.5%-35.8pp | 68.3%-22.6pp |
| Annual return | 25.62% | 38.95%-13.3pp | 36.82%-11.2pp | 40.90%-15.3pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,271 | $6,840-8.3% | $7,994-21.5% | $4,212+48.9% |
| Admin fee / account holder | $80 | $12,784-99.4% | $11,185-99.3% | $7,344-98.9% |