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 | $30,561 | $86,286-64.6% | $111,297-72.5% | $85,850-64.4% |
| Participation rate | 6.6% | 73.3%-66.8pp | 77.3%-70.8pp | 69.3%-62.8pp |
| Annual return | 23.62% | 19.99%+3.6pp | 54.65%-31.0pp | 318.53%-294.9pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $373 | $3,641-89.7% | $4,487-91.7% | $3,952-90.6% |
| Admin fee / account holder | $0 | $8,188-100.0% | $7,964-100.0% | $6,260-100.0% |