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 6-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 | $26,918 | $115,770-76.7% | $101,248-73.4% | $158,922-83.1% |
| Participation rate | 28.6% | 79.4%-50.8pp | 75.8%-47.2pp | 82.0%-53.4pp |
| Annual return | 0.00% | 56.14%-56.1pp | 46.47%-46.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $743 | $4,175-82.2% | $3,660-79.7% | $4,761-84.4% |
| Participant deferral / active EE | $6,183 | $4,957+24.7% | $4,370+41.5% | $5,982+3.4% |
| Admin fee / account holder | $173 | $7,245-97.6% | $5,945-97.1% | $11,246-98.5% |