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 | $57,348 | $99,020-42.1% | $86,590-33.8% | $147,584-61.1% |
| Participation rate | 10.0% | 76.3%-66.3pp | 73.5%-63.5pp | 82.8%-72.8pp |
| Annual return | 18.31% | 1312.34%-1294.0pp | 964.84%-946.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $32 | $3,132-99.0% | $2,839-98.9% | $4,876-99.4% |
| Participant deferral / active EE | $79 | $3,972-98.0% | $3,609-97.8% | $5,439-98.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |