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 | $54,090 | $24,730+118.7% | $66,042-18.1% | $84,808-36.2% |
| Participation rate | 0.0% | 68.1%-68.1pp | 67.5%-67.5pp | 68.3%-68.3pp |
| Annual return | 22.14% | 79.55%-57.4pp | 52.11%-30.0pp | 40.90%-18.8pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,552 | $1,737-10.7% | $2,835-45.3% | $4,212-63.2% |
| Admin fee / account holder | $27 | $3,014-99.1% | $5,747-99.5% | $7,344-99.6% |