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 | $7,188 | $96,305-92.5% | $80,569-91.1% | $139,434-94.8% |
| Participation rate | 60.0% | 73.6%-13.6pp | 67.0%-7.0pp | 80.3%-20.3pp |
| Annual return | 25.56% | 1350.08%-1324.5pp | 935.43%-909.9pp | 372.94%-347.4pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,705 | $5,232-67.4% | $4,447-61.7% | $6,710-74.6% |
| Admin fee / account holder | $73 | $6,599-98.9% | $5,377-98.6% | $11,403-99.4% |