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 | $8,395 | $92,703-90.9% | $82,719-89.9% | $134,475-93.8% |
| Participation rate | 18.8% | 75.2%-56.4pp | 72.6%-53.8pp | 81.2%-62.5pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $213 | $3,274-93.5% | $3,009-92.9% | $4,740-95.5% |
| Participant deferral / active EE | $1,357 | $4,802-71.7% | $4,395-69.1% | $6,400-78.8% |
| Admin fee / account holder | $37 | $5,983-99.4% | $5,329-99.3% | $11,426-99.7% |