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 8-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 | $50,954 | $100,852-49.5% | $90,404-43.6% | $158,922-67.9% |
| Participation rate | 9.1% | 75.0%-65.9pp | 72.7%-63.6pp | 82.0%-72.9pp |
| Annual return | 16.46% | 1724.20%-1707.7pp | 1293.02%-1276.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $33 | $3,689-99.1% | $3,262-99.0% | $4,761-99.3% |
| Participant deferral / active EE | $1,000 | $4,348-77.0% | $3,963-74.8% | $5,982-83.3% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |