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 8-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 | $30,838 | $100,852-69.4% | $90,404-65.9% | $158,922-80.6% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 15.99% | 1724.20%-1708.2pp | 1293.02%-1277.0pp | 302.83%-286.8pp |
| Employer contribution / active EE | $425 | $3,689-88.5% | $3,262-87.0% | $4,761-91.1% |
| Participant deferral / active EE | $531 | $4,348-87.8% | $3,963-86.6% | $5,982-91.1% |
| Admin fee / account holder | $184 | $6,501-97.2% | $5,611-96.7% | $11,246-98.4% |