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 | $2,795 | $30,400-90.8% | $53,898-94.8% | $84,808-96.7% |
| Participation rate | 53.7% | 46.4%+7.2pp | 55.0%-1.3pp | 68.3%-14.7pp |
| Annual return | 33.30% | 500.19%-466.9pp | 528.60%-495.3pp | 40.90%-7.6pp |
| Employer contribution / active EE | $9 | $603-98.5% | $932-99.1% | $2,631-99.7% |
| Participant deferral / active EE | $1,211 | $1,199+1.1% | $1,826-33.7% | $4,212-71.2% |
| Admin fee / account holder | $83 | $1,993-95.8% | $2,491-96.7% | $7,344-98.9% |