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 | $4,986 | $76,738-93.5% | $56,411-91.2% | $145,922-96.6% |
| Participation rate | 15.4% | 63.2%-47.8pp | 52.5%-37.1pp | 80.3%-64.9pp |
| Annual return | 14.54% | 2994.23%-2979.7pp | 1701.33%-1686.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $572 | $2,623-78.2% | $1,952-70.7% | $6,688-91.5% |
| Admin fee / account holder | $255 | $3,334-92.4% | $2,829-91.0% | $13,397-98.1% |