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 | $9,182 | $70,756-87.0% | $65,493-86.0% | $142,382-93.6% |
| Participation rate | 18.2% | 77.4%-59.2pp | 73.1%-54.9pp | 80.1%-61.9pp |
| Annual return | 26.45% | 1754.89%-1728.4pp | 982.45%-956.0pp | 217.08%-190.6pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $973 | $4,637-79.0% | $3,961-75.4% | $6,507-85.0% |
| Admin fee / account holder | $54 | $6,559-99.2% | $5,028-98.9% | $12,624-99.6% |