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 | $1,091 | $70,606-98.5% | $53,898-98.0% | $142,382-99.2% |
| Participation rate | 29.4% | 63.7%-34.3pp | 55.0%-25.5pp | 80.1%-50.7pp |
| Annual return | 133.58% | 619.81%-486.2pp | 528.60%-395.0pp | 217.08%-83.5pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $266 | $2,364-88.7% | $1,826-85.4% | $6,507-95.9% |
| Admin fee / account holder | $2 | $2,852-99.9% | $2,491-99.9% | $12,624-100.0% |