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 | $34,817 | $115,770-69.9% | $101,248-65.6% | $158,922-78.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 23.72% | 56.14%-32.4pp | 46.47%-22.8pp | 302.83%-279.1pp |
| Employer contribution / active EE | $867 | $4,175-79.2% | $3,660-76.3% | $4,761-81.8% |
| Participant deferral / active EE | $867 | $4,957-82.5% | $4,370-80.2% | $5,982-85.5% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |