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 | $67,506 | $73,867-8.6% | $143,757-53.0% | $68,494-1.4% |
| Participation rate | 20.0% | 66.7%-46.7pp | 80.3%-60.3pp | 67.9%-47.9pp |
| Annual return | -12.57% | 1.01%-13.6pp | -0.04%-12.5pp | -7.84%-4.7pp |
| Employer contribution / active EE | $283 | $3,184-91.1% | $4,951-94.3% | $2,596-89.1% |
| Participant deferral / active EE | $1,446 | $3,384-57.3% | $5,637-74.3% | $4,027-64.1% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |