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 8-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 | $10,083 | $100,852-90.0% | $90,404-88.8% | $158,922-93.7% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.7%-3.9pp | 82.0%-13.2pp |
| Annual return | 26.74% | 1724.20%-1697.5pp | 1293.02%-1266.3pp | 302.83%-276.1pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,888 | $4,348-10.6% | $3,963-1.9% | $5,982-35.0% |
| Admin fee / account holder | $8 | $6,501-99.9% | $5,611-99.8% | $11,246-99.9% |