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 | $4,734 | $29,660-84.0% | $56,411-91.6% | $80,856-94.1% |
| Participation rate | 20.3% | 41.6%-21.4pp | 52.5%-32.2pp | 67.6%-47.3pp |
| Annual return | 13.74% | 35.23%-21.5pp | 1701.33%-1687.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $329 | $1,226-73.1% | $1,952-83.1% | $4,296-92.3% |
| Admin fee / account holder | $134 | $2,428-94.5% | $2,829-95.3% | $6,918-98.1% |