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 | $20,999 | $69,515-69.8% | $86,874-75.8% | $85,850-75.5% |
| Participation rate | 39.0% | 66.3%-27.3pp | 71.6%-32.6pp | 69.3%-30.3pp |
| Annual return | 3224.68% | 20.12%+3204.6pp | 63.52%+3161.2pp | 318.53%+2906.1pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,018 | $2,919-65.1% | $3,699-72.5% | $3,952-74.2% |
| Admin fee / account holder | $12 | $5,972-99.8% | $5,828-99.8% | $6,260-99.8% |