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 | $6,294 | $158,398-96.0% | $126,539-95.0% | $142,382-95.6% |
| Participation rate | 60.0% | 75.8%-15.8pp | 69.8%-9.8pp | 80.1%-20.1pp |
| Annual return | 21.37% | 593.76%-572.4pp | 425.95%-404.6pp | 217.08%-195.7pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,633 | $4,767-65.8% | $4,083-60.0% | $6,507-74.9% |
| Admin fee / account holder | $267 | $6,918-96.1% | $6,065-95.6% | $12,624-97.9% |