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 | $3,019 | $70,606-95.7% | $53,898-94.4% | $142,382-97.9% |
| Participation rate | 59.1% | 63.7%-4.6pp | 55.0%+4.1pp | 80.1%-21.0pp |
| Annual return | 22.50% | 619.81%-597.3pp | 528.60%-506.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $688 | $2,364-70.9% | $1,826-62.3% | $6,507-89.4% |
| Admin fee / account holder | $135 | $2,852-95.3% | $2,491-94.6% | $12,624-98.9% |