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 | $4,634 | $27,915-83.4% | $58,482-92.1% | $75,163-93.8% |
| Participation rate | 9.2% | 38.8%-29.6pp | 50.9%-41.7pp | 67.2%-58.0pp |
| Annual return | 311.67% | 44.20%+267.5pp | 4239.32%-3927.6pp | 160.62%+151.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $258 | $1,201-78.5% | $1,924-86.6% | $4,125-93.7% |
| Admin fee / account holder | $165 | $1,726-90.4% | $2,516-93.4% | $5,651-97.1% |