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 4-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 | $8,575 | $29,660-71.1% | $56,411-84.8% | $80,856-89.4% |
| Participation rate | 6.7% | 41.6%-35.0pp | 52.5%-45.8pp | 67.6%-61.0pp |
| Annual return | 15.03% | 35.23%-20.2pp | 1701.33%-1686.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $49 | $1,226-96.0% | $1,952-97.5% | $4,296-98.9% |
| Admin fee / account holder | $28 | $2,428-98.9% | $2,829-99.0% | $6,918-99.6% |