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 4-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 | $5,036 | $70,606-92.9% | $53,898-90.7% | $142,382-96.5% |
| Participation rate | 14.3% | 63.7%-49.4pp | 55.0%-40.7pp | 80.1%-65.8pp |
| Annual return | 17.63% | 619.81%-602.2pp | 528.60%-511.0pp | 217.08%-199.4pp |
| Employer contribution / active EE | $45 | $1,202-96.2% | $932-95.1% | $4,299-98.9% |
| Participant deferral / active EE | $85 | $2,364-96.4% | $1,826-95.4% | $6,507-98.7% |
| Admin fee / account holder | $259 | $2,852-90.9% | $2,491-89.6% | $12,624-97.9% |