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 | $23,533 | $30,400-22.6% | $53,898-56.3% | $84,808-72.3% |
| Participation rate | 9.7% | 46.4%-36.7pp | 55.0%-45.2pp | 68.3%-58.6pp |
| Annual return | 18.57% | 500.19%-481.6pp | 528.60%-510.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $655 | $1,199-45.3% | $1,826-64.1% | $4,212-84.4% |
| Admin fee / account holder | $261 | $1,993-86.9% | $2,491-89.5% | $7,344-96.4% |