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 7-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 | $8,028 | $70,606-88.6% | $53,898-85.1% | $142,382-94.4% |
| Participation rate | 31.3% | 63.7%-32.5pp | 55.0%-23.7pp | 80.1%-48.9pp |
| Annual return | 21.37% | 619.81%-598.4pp | 528.60%-507.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $531 | $2,364-77.5% | $1,826-70.9% | $6,507-91.8% |
| Admin fee / account holder | $84 | $2,852-97.0% | $2,491-96.6% | $12,624-99.3% |