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 9-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 | $75,401 | $100,852-25.2% | $90,404-16.6% | $158,922-52.6% |
| Participation rate | 5.3% | 75.0%-69.8pp | 72.7%-67.4pp | 82.0%-76.7pp |
| Annual return | 21.59% | 1724.20%-1702.6pp | 1293.02%-1271.4pp | 302.83%-281.2pp |
| Employer contribution / active EE | $155 | $3,689-95.8% | $3,262-95.2% | $4,761-96.7% |
| Participant deferral / active EE | $635 | $4,348-85.4% | $3,963-84.0% | $5,982-89.4% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |