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 | $7,449 | $70,756-89.5% | $65,493-88.6% | $142,382-94.8% |
| Participation rate | 20.0% | 77.4%-57.4pp | 73.1%-53.1pp | 80.1%-60.1pp |
| Annual return | 25.50% | 1754.89%-1729.4pp | 982.45%-956.9pp | 217.08%-191.6pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,166 | $4,637-74.9% | $3,961-70.6% | $6,507-82.1% |
| Admin fee / account holder | $29 | $6,559-99.6% | $5,028-99.4% | $12,624-99.8% |