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 5-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 | $20,929 | $70,606-70.4% | $53,898-61.2% | $142,382-85.3% |
| Participation rate | 4.2% | 63.7%-59.5pp | 55.0%-50.8pp | 80.1%-76.0pp |
| Annual return | 20.80% | 619.81%-599.0pp | 528.60%-507.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $736 | $2,364-68.8% | $1,826-59.7% | $6,507-88.7% |
| Admin fee / account holder | $40 | $2,852-98.6% | $2,491-98.4% | $12,624-99.7% |