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 9-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 | $20,806 | $99,020-79.0% | $86,590-76.0% | $147,584-85.9% |
| Participation rate | 17.4% | 76.3%-58.9pp | 73.5%-56.2pp | 82.8%-65.4pp |
| Annual return | 13.29% | 1312.34%-1299.0pp | 964.84%-951.6pp | 578.55%-565.3pp |
| Employer contribution / active EE | $172 | $3,132-94.5% | $2,839-94.0% | $4,876-96.5% |
| Participant deferral / active EE | $223 | $3,972-94.4% | $3,609-93.8% | $5,439-95.9% |
| Admin fee / account holder | $9 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |