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 3-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 | $4,961 | $70,606-93.0% | $53,898-90.8% | $142,382-96.5% |
| Participation rate | 19.0% | 63.7%-44.7pp | 55.0%-35.9pp | 80.1%-61.1pp |
| Annual return | 16.79% | 619.81%-603.0pp | 528.60%-511.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $462 | $2,364-80.5% | $1,826-74.7% | $6,507-92.9% |
| Admin fee / account holder | $113 | $2,852-96.0% | $2,491-95.5% | $12,624-99.1% |