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 3-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 | $22,743 | $183,519-87.6% | $155,509-85.4% | $145,922-84.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 1124.86% | 61.17%+1063.7pp | 64.67%+1060.2pp | 561.29%+563.6pp |
| Employer contribution / active EE | $1,166 | $5,313-78.0% | $4,672-75.0% | $4,660-75.0% |
| Participant deferral / active EE | $1,824 | $6,462-71.8% | $5,626-67.6% | $6,688-72.7% |
| Admin fee / account holder | $20 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |