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 | $41,277 | $54,705-24.5% | $71,209-42.0% | $84,808-51.3% |
| Participation rate | 2.7% | 64.1%-61.4pp | 73.8%-71.1pp | 68.3%-65.6pp |
| Annual return | 20.48% | 35.90%-15.4pp | 282.51%-262.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $87 | $3,030-97.1% | $4,175-97.9% | $4,212-97.9% |
| Admin fee / account holder | $190 | $4,863-96.1% | $5,349-96.4% | $7,344-97.4% |