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 | $1,804 | $29,660-93.9% | $56,411-96.8% | $80,856-97.8% |
| Participation rate | 11.5% | 41.6%-30.1pp | 52.5%-40.9pp | 67.6%-56.1pp |
| Annual return | 12.59% | 35.23%-22.6pp | 1701.33%-1688.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $139 | $1,226-88.6% | $1,952-92.9% | $4,296-96.8% |
| Admin fee / account holder | $97 | $2,428-96.0% | $2,829-96.6% | $6,918-98.6% |