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 | $28,033 | $109,817-74.5% | $98,442-71.5% | $167,490-83.3% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 11.06% | 1956.69%-1945.6pp | 1492.73%-1481.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $75 | $4,673-98.4% | $4,276-98.2% | $6,341-98.8% |
| Admin fee / account holder | $20 | $6,753-99.7% | $5,949-99.7% | $12,309-99.8% |