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 10-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,966 | $135,635-21.1% | $110,238-3.0% | $135,375-21.0% |
| Participation rate | 28.6% | 83.5%-54.9pp | 79.8%-51.2pp | 82.6%-54.1pp |
| Annual return | -5.38% | 513.19%-518.6pp | 314.74%-320.1pp | 519.73%-525.1pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $279 | $5,506-94.9% | $4,672-94.0% | $5,609-95.0% |
| Admin fee / account holder | $142 | $11,457-98.8% | $8,547-98.3% | $10,827-98.7% |