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 | $6,261 | $85,022-92.6% | $70,515-91.1% | $139,434-95.5% |
| Participation rate | 33.3% | 73.9%-40.6pp | 68.3%-35.0pp | 80.3%-47.0pp |
| Annual return | 61.73% | 30.38%+31.3pp | 32.77%+29.0pp | 372.94%-311.2pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,436 | $5,890-58.6% | $4,567-46.6% | $6,710-63.7% |
| Admin fee / account holder | $74 | $8,906-99.2% | $6,412-98.8% | $11,403-99.3% |