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 5-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 | $15,552 | $102,604-84.8% | $86,188-82.0% | $139,434-88.8% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.0%-69.0pp | 80.3%-80.3pp |
| Annual return | 16.37% | 1922.51%-1906.1pp | 1168.45%-1152.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,500 | $4,676-67.9% | $3,985-62.4% | $6,710-77.6% |
| Admin fee / account holder | $177 | $8,657-98.0% | $6,852-97.4% | $11,403-98.4% |