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 3-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 | $19,327 | $70,756-72.7% | $65,493-70.5% | $142,382-86.4% |
| Participation rate | 30.8% | 77.4%-46.6pp | 73.1%-42.3pp | 80.1%-49.4pp |
| Annual return | 29.50% | 1754.89%-1725.4pp | 982.45%-952.9pp | 217.08%-187.6pp |
| Employer contribution / active EE | $154 | $2,881-94.7% | $2,574-94.0% | $4,299-96.4% |
| Participant deferral / active EE | $1,973 | $4,637-57.4% | $3,961-50.2% | $6,507-69.7% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |