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 | $33,177 | $35,183-5.7% | $73,545-54.9% | $70,131-52.7% |
| Participation rate | 32.4% | 42.9%-10.5pp | 54.9%-22.5pp | 69.5%-37.1pp |
| Annual return | 15.68% | 26.90%-11.2pp | -15.16%+30.8pp | 73.14%-57.5pp |
| Employer contribution / active EE | $24 | $709-96.6% | $1,219-98.0% | $2,342-99.0% |
| Participant deferral / active EE | $803 | $1,220-34.2% | $1,806-55.6% | $3,332-75.9% |
| Admin fee / account holder | $79 | $2,302-96.6% | $2,320-96.6% | $4,645-98.3% |