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 3-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 | $7,118 | $53,516-86.7% | $126,539-94.4% | $84,808-91.6% |
| Participation rate | 3.7% | 58.2%-54.5pp | 69.8%-66.1pp | 68.3%-64.6pp |
| Annual return | 19.97% | 58.34%-38.4pp | 425.95%-406.0pp | 40.90%-20.9pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10 | $2,671-99.6% | $4,083-99.8% | $4,212-99.8% |
| Admin fee / account holder | $42 | $4,497-99.1% | $6,065-99.3% | $7,344-99.4% |