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 | $46,203 | $100,852-54.2% | $90,404-48.9% | $158,922-70.9% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 50.04% | 1724.20%-1674.2pp | 1293.02%-1243.0pp | 302.83%-252.8pp |
| Employer contribution / active EE | $307 | $3,689-91.7% | $3,262-90.6% | $4,761-93.6% |
| Participant deferral / active EE | $726 | $4,348-83.3% | $3,963-81.7% | $5,982-87.9% |
| Admin fee / account holder | $20 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |