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 | $7,267 | $30,400-76.1% | $53,898-86.5% | $84,808-91.4% |
| Participation rate | 9.3% | 46.4%-37.1pp | 55.0%-45.6pp | 68.3%-59.0pp |
| Annual return | 23.69% | 500.19%-476.5pp | 528.60%-504.9pp | 40.90%-17.2pp |
| Employer contribution / active EE | $120 | $603-80.1% | $932-87.1% | $2,631-95.4% |
| Participant deferral / active EE | $155 | $1,199-87.1% | $1,826-91.5% | $4,212-96.3% |
| Admin fee / account holder | $84 | $1,993-95.8% | $2,491-96.6% | $7,344-98.9% |