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 | $30,222 | $99,640-69.7% | $86,436-65.0% | $134,475-77.5% |
| Participation rate | 29.4% | 82.0%-52.6pp | 80.3%-50.9pp | 81.2%-51.8pp |
| Annual return | -0.60% | 6782.58%-6783.2pp | 4394.89%-4395.5pp | 417.96%-418.6pp |
| Employer contribution / active EE | $1,922 | $4,400-56.3% | $3,769-49.0% | $4,740-59.5% |
| Participant deferral / active EE | $488 | $7,246-93.3% | $6,952-93.0% | $6,400-92.4% |
| Admin fee / account holder | $226 | $8,371-97.3% | $6,731-96.6% | $11,426-98.0% |