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 6-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 | $22,127 | $189,613-88.3% | $167,512-86.8% | $142,382-84.5% |
| Participation rate | 39.1% | 80.1%-41.0pp | 77.1%-37.9pp | 80.1%-41.0pp |
| Annual return | 16.88% | 2024.68%-2007.8pp | 1615.79%-1598.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $680 | $4,349-84.4% | $3,882-82.5% | $4,299-84.2% |
| Participant deferral / active EE | $1,154 | $6,981-83.5% | $6,405-82.0% | $6,507-82.3% |
| Admin fee / account holder | $65 | $10,528-99.4% | $9,769-99.3% | $12,624-99.5% |