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 | $5,781 | $72,400-92.0% | $67,502-91.4% | $145,922-96.0% |
| Participation rate | 57.1% | 76.9%-19.7pp | 72.9%-15.7pp | 80.3%-23.1pp |
| Annual return | 14.74% | 7182.46%-7167.7pp | 3512.12%-3497.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,767 | $4,783-63.1% | $4,000-55.8% | $6,688-73.6% |
| Admin fee / account holder | $102 | $5,539-98.2% | $3,998-97.5% | $13,397-99.2% |