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 | $3,410 | $76,738-95.6% | $56,411-94.0% | $145,922-97.7% |
| Participation rate | 44.4% | 63.2%-18.8pp | 52.5%-8.0pp | 80.3%-35.8pp |
| Annual return | 14.16% | 2994.23%-2980.1pp | 1701.33%-1687.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $953 | $2,623-63.6% | $1,952-51.2% | $6,688-85.7% |
| Admin fee / account holder | $53 | $3,334-98.4% | $2,829-98.1% | $13,397-99.6% |