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 3-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 | $4,313 | $76,738-94.4% | $56,411-92.4% | $145,922-97.0% |
| Participation rate | 8.3% | 63.2%-54.9pp | 52.5%-44.1pp | 80.3%-71.9pp |
| Annual return | 53.31% | 2994.23%-2940.9pp | 1701.33%-1648.0pp | 561.29%-508.0pp |
| Employer contribution / active EE | $157 | $1,380-88.7% | $1,039-84.9% | $4,660-96.6% |
| Participant deferral / active EE | $157 | $2,623-94.0% | $1,952-92.0% | $6,688-97.7% |
| Admin fee / account holder | $11 | $3,334-99.7% | $2,829-99.6% | $13,397-99.9% |