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 | $3,541 | $30,400-88.4% | $53,898-93.4% | $84,808-95.8% |
| Participation rate | 58.1% | 46.4%+11.7pp | 55.0%+3.1pp | 68.3%-10.2pp |
| Annual return | 16.02% | 500.19%-484.2pp | 528.60%-512.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $485 | $1,199-59.5% | $1,826-73.4% | $4,212-88.5% |
| Admin fee / account holder | $249 | $1,993-87.5% | $2,491-90.0% | $7,344-96.6% |