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 | $40,079 | $56,199-28.7% | $67,652-40.8% | $59,632-32.8% |
| Participation rate | 25.6% | 71.5%-45.8pp | 75.7%-50.0pp | 68.7%-43.0pp |
| Annual return | 1.25% | 18505.31%-18504.1pp | 6625.04%-6623.8pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $518 | $2,844-81.8% | $3,560-85.4% | $3,192-83.8% |
| Admin fee / account holder | $243 | $3,958-93.9% | $4,821-95.0% | $4,297-94.3% |