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 | $23,714 | $84,695-72.0% | $73,843-67.9% | $125,391-81.1% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.4%-13.4pp | 83.2%-23.2pp |
| Annual return | -1.19% | 3123.53%-3124.7pp | 2267.84%-2269.0pp | 282.22%-283.4pp |
| Employer contribution / active EE | $119 | $3,123-96.2% | $2,787-95.7% | $4,866-97.6% |
| Participant deferral / active EE | $593 | $3,992-85.2% | $3,583-83.5% | $5,352-88.9% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |