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 | $17,821 | $90,348-80.3% | $75,972-76.5% | $145,922-87.8% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.1%-35.7pp | 80.3%-46.9pp |
| Annual return | 16.25% | 620.88%-604.6pp | 359.55%-343.3pp | 561.29%-545.0pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,553 | $5,162+7.6% | $4,255+30.5% | $6,688-17.0% |
| Admin fee / account holder | $25 | $8,467-99.7% | $6,467-99.6% | $13,397-99.8% |