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 7-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 | $34,429 | $70,606-51.2% | $53,898-36.1% | $142,382-75.8% |
| Participation rate | 13.6% | 63.7%-50.1pp | 55.0%-41.3pp | 80.1%-66.5pp |
| Annual return | 12.59% | 619.81%-607.2pp | 528.60%-516.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $18 | $1,202-98.5% | $932-98.1% | $4,299-99.6% |
| Participant deferral / active EE | $18 | $2,364-99.2% | $1,826-99.0% | $6,507-99.7% |
| Admin fee / account holder | $236 | $2,852-91.7% | $2,491-90.5% | $12,624-98.1% |