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 | $16,575 | $49,922-66.8% | $80,569-79.4% | $75,163-77.9% |
| Participation rate | 2.6% | 55.3%-52.7pp | 67.0%-64.4pp | 67.2%-64.6pp |
| Annual return | 23.93% | 34.69%-10.8pp | 935.43%-911.5pp | 160.62%-136.7pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $143 | $2,990-95.2% | $4,447-96.8% | $4,125-96.5% |
| Admin fee / account holder | $114 | $3,577-96.8% | $5,377-97.9% | $5,651-98.0% |