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 | $2,223 | $70,606-96.9% | $53,898-95.9% | $142,382-98.4% |
| Participation rate | 40.0% | 63.7%-23.7pp | 55.0%-15.0pp | 80.1%-40.1pp |
| Annual return | 21.63% | 619.81%-598.2pp | 528.60%-507.0pp | 217.08%-195.4pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $433 | $2,364-81.7% | $1,826-76.3% | $6,507-93.3% |
| Admin fee / account holder | $295 | $2,852-89.7% | $2,491-88.2% | $12,624-97.7% |