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 | $19,754 | $73,515-73.1% | $62,995-68.6% | $147,584-86.6% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.8%-49.8pp | 82.8%-57.8pp |
| Annual return | 14.69% | 175.43%-160.7pp | 87.57%-72.9pp | 578.55%-563.9pp |
| Employer contribution / active EE | $533 | $3,320-84.0% | $2,759-80.7% | $4,876-89.1% |
| Participant deferral / active EE | $612 | $4,185-85.4% | $3,329-81.6% | $5,439-88.7% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |