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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $84,233-100.0% | $170,442-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 70.8%-70.8pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.93%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $671 | $3,387-80.2% | $5,433-87.7% | $2,342-71.4% |
| Participant deferral / active EE | $832 | $3,086-73.1% | $4,939-83.2% | $3,332-75.0% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |