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 | $37,380 | $70,587-47.0% | $124,672-70.0% | $85,850-56.5% |
| Participation rate | 31.1% | 64.4%-33.3pp | 74.6%-43.5pp | 69.3%-38.2pp |
| Annual return | 38.23% | 20688.83%-20650.6pp | 5142.93%-5104.7pp | 318.53%-280.3pp |
| Employer contribution / active EE | $551 | $1,913-71.2% | $3,324-83.4% | $2,565-78.5% |
| Participant deferral / active EE | $807 | $2,969-72.8% | $4,614-82.5% | $3,952-79.6% |
| Admin fee / account holder | $0 | $5,282-100.0% | $7,493-100.0% | $6,260-100.0% |