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 | $17,445 | $83,902-79.2% | $167,512-89.6% | $84,808-79.4% |
| Participation rate | 39.3% | 66.5%-27.2pp | 77.1%-37.8pp | 68.3%-29.0pp |
| Annual return | 15.05% | 91.55%-76.5pp | 1615.79%-1600.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $476 | $4,442-89.3% | $6,405-92.6% | $4,212-88.7% |
| Admin fee / account holder | $164 | $7,915-97.9% | $9,769-98.3% | $7,344-97.8% |