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 | $0 | $105,931-100.0% | $81,930-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 75.6%-75.6pp | 72.0%-72.0pp | 82.0%-82.0pp |
| Annual return | 21.41% | 38.17%-16.8pp | 29.49%-8.1pp | 302.83%-281.4pp |
| Employer contribution / active EE | $3,153 | $7,800-59.6% | $4,310-26.9% | $4,761-33.8% |
| Participant deferral / active EE | $0 | $13,003-100.0% | $7,107-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |