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 | $18,594 | $121,625-84.7% | $104,607-82.2% | $158,922-88.3% |
| Participation rate | 33.3% | 77.5%-44.2pp | 74.1%-40.7pp | 82.0%-48.6pp |
| Annual return | 28991.15% | 465.26%+28525.9pp | 340.46%+28650.7pp | 302.83%+28688.3pp |
| Employer contribution / active EE | $326 | $3,163-89.7% | $2,681-87.8% | $4,761-93.1% |
| Participant deferral / active EE | $393 | $4,177-90.6% | $3,740-89.5% | $5,982-93.4% |
| Admin fee / account holder | $118 | $7,787-98.5% | $6,473-98.2% | $11,246-99.0% |