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 8-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 | $11,529 | $100,852-88.6% | $90,404-87.2% | $158,922-92.7% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.7%-36.3pp | 82.0%-45.6pp |
| Annual return | 22.59% | 1724.20%-1701.6pp | 1293.02%-1270.4pp | 302.83%-280.2pp |
| Employer contribution / active EE | $500 | $3,689-86.4% | $3,262-84.7% | $4,761-89.5% |
| Participant deferral / active EE | $500 | $4,348-88.5% | $3,963-87.4% | $5,982-91.6% |
| Admin fee / account holder | $77 | $6,501-98.8% | $5,611-98.6% | $11,246-99.3% |