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 4-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 | $11,286 | $48,795-76.9% | $65,493-82.8% | $84,808-86.7% |
| Participation rate | 5.7% | 67.0%-61.3pp | 73.1%-67.4pp | 68.3%-62.6pp |
| Annual return | 24.81% | 20.20%+4.6pp | 982.45%-957.6pp | 40.90%-16.1pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $335 | $2,928-88.6% | $3,961-91.6% | $4,212-92.1% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |