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 6-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 | $22,301 | $48,230-53.8% | $67,502-67.0% | $80,856-72.4% |
| Participation rate | 8.5% | 66.4%-57.9pp | 72.9%-64.4pp | 67.6%-59.2pp |
| Annual return | 16.11% | 18.28%-2.2pp | 3512.12%-3496.0pp | 35.59%-19.5pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $281 | $2,924-90.4% | $4,000-93.0% | $4,296-93.5% |
| Admin fee / account holder | $209 | $3,681-94.3% | $3,998-94.8% | $6,918-97.0% |