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 7-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 | $16,389 | $158,398-89.7% | $126,539-87.0% | $142,382-88.5% |
| Participation rate | 8.3% | 75.8%-67.5pp | 69.8%-61.5pp | 80.1%-71.8pp |
| Annual return | 13.97% | 593.76%-579.8pp | 425.95%-412.0pp | 217.08%-203.1pp |
| Employer contribution / active EE | $58 | $4,650-98.8% | $3,674-98.4% | $4,299-98.7% |
| Participant deferral / active EE | $58 | $4,767-98.8% | $4,083-98.6% | $6,507-99.1% |
| Admin fee / account holder | $65 | $6,918-99.1% | $6,065-98.9% | $12,624-99.5% |