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 | $27,981 | $99,877-72.0% | $84,966-67.1% | $145,922-80.8% |
| Participation rate | 15.4% | 74.1%-58.7pp | 67.5%-52.1pp | 80.3%-64.9pp |
| Annual return | 13.48% | 83.76%-70.3pp | 66.38%-52.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,607 | $5,291-69.6% | $4,519-64.4% | $6,688-76.0% |
| Admin fee / account holder | $249 | $7,248-96.6% | $6,149-96.0% | $13,397-98.1% |