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 | $43,204 | $85,202-49.3% | $172,739-75.0% | $72,985-40.8% |
| Participation rate | 23.4% | 70.1%-46.7pp | 82.6%-59.2pp | 69.5%-46.1pp |
| Annual return | 25.59% | 27.32%-1.7pp | 802.84%-777.3pp | 81.00%-55.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $735 | $3,260-77.5% | $5,198-85.9% | $3,607-79.6% |
| Admin fee / account holder | $65 | $5,884-98.9% | $13,954-99.5% | $5,124-98.7% |