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 8-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 | $73,867-80.6% | $143,757-90.0% | $68,494-79.1% |
| Participation rate | 32.1% | 66.7%-34.6pp | 80.3%-48.2pp | 67.9%-35.8pp |
| Annual return | -19.21% | 1.01%-20.2pp | -0.04%-19.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,481 | $3,384-56.2% | $5,637-73.7% | $4,027-63.2% |
| Admin fee / account holder | $17 | $5,755-99.7% | $14,673-99.9% | $5,403-99.7% |