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 | $13,221 | $49,922-73.5% | $80,569-83.6% | $75,163-82.4% |
| Participation rate | 68.0% | 55.3%+12.7pp | 67.0%+1.0pp | 67.2%+0.8pp |
| Annual return | 1547.14% | 34.69%+1512.5pp | 935.43%+611.7pp | 160.62%+1386.5pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,669 | $2,990-10.8% | $4,447-40.0% | $4,125-35.3% |
| Admin fee / account holder | $9 | $3,577-99.7% | $5,377-99.8% | $5,651-99.8% |