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 | $12,911 | $99,640-87.0% | $86,436-85.1% | $134,475-90.4% |
| Participation rate | 33.3% | 82.0%-48.7pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | 0.00% | 6782.58%-6782.6pp | 4394.89%-4394.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $192 | $4,400-95.6% | $3,769-94.9% | $4,740-96.0% |
| Participant deferral / active EE | $4,281 | $7,246-40.9% | $6,952-38.4% | $6,400-33.1% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |