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 | $2,275 | $30,400-92.5% | $53,898-95.8% | $84,808-97.3% |
| Participation rate | 57.9% | 46.4%+11.5pp | 55.0%+2.9pp | 68.3%-10.4pp |
| Annual return | 18.92% | 500.19%-481.3pp | 528.60%-509.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $478 | $1,199-60.2% | $1,826-73.8% | $4,212-88.7% |
| Admin fee / account holder | $171 | $1,993-91.4% | $2,491-93.1% | $7,344-97.7% |