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 | $5,447 | $95,266-94.3% | $82,389-93.4% | $142,382-96.2% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.5%-14.0pp | 80.1%-24.6pp |
| Annual return | 22.57% | 25.74%-3.2pp | 28.67%-6.1pp | 217.08%-194.5pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,973 | $4,809-59.0% | $4,155-52.5% | $6,507-69.7% |
| Admin fee / account holder | $9 | $8,563-99.9% | $7,231-99.9% | $12,624-99.9% |