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 | $17,172 | $173,345-90.1% | $136,007-87.4% | $145,922-88.2% |
| Participation rate | 28.6% | 80.5%-51.9pp | 76.5%-47.9pp | 80.3%-51.7pp |
| Annual return | 10.02% | 1163.32%-1153.3pp | 579.32%-569.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $0 | $5,278-100.0% | $4,217-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $861 | $8,699-90.1% | $7,025-87.7% | $6,688-87.1% |
| Admin fee / account holder | $157 | $9,954-98.4% | $6,858-97.7% | $13,397-98.8% |