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 5-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 | $3,064 | $27,915-89.0% | $58,482-94.8% | $75,163-95.9% |
| Participation rate | 20.4% | 38.8%-18.4pp | 50.9%-30.4pp | 67.2%-46.8pp |
| Annual return | 25.27% | 44.20%-18.9pp | 4239.32%-4214.0pp | 160.62%-135.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $305 | $1,201-74.6% | $1,924-84.1% | $4,125-92.6% |
| Admin fee / account holder | $139 | $1,726-91.9% | $2,516-94.5% | $5,651-97.5% |