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 3-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 | $19,017 | $190,805-90.0% | $159,960-88.1% | $134,475-85.9% |
| Participation rate | 37.5% | 81.9%-44.4pp | 78.0%-40.5pp | 81.2%-43.7pp |
| Annual return | 0.00% | 552.23%-552.2pp | 408.60%-408.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $408 | $4,995-91.8% | $4,226-90.3% | $4,740-91.4% |
| Participant deferral / active EE | $6,720 | $6,923-2.9% | $6,182+8.7% | $6,400+5.0% |
| Admin fee / account holder | $2 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |