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 | $0 | $99,985-100.0% | $146,665-100.0% | $85,850-100.0% |
| Participation rate | 0.0% | 73.1%-73.1pp | 80.1%-80.1pp | 69.3%-69.3pp |
| Annual return | 69.65% | 18.93%+50.7pp | 22.74%+46.9pp | 318.53%-248.9pp |
| Employer contribution / active EE | $803 | $2,559-68.6% | $4,136-80.6% | $2,565-68.7% |
| Participant deferral / active EE | $1,089 | $4,006-72.8% | $5,506-80.2% | $3,952-72.4% |
| Admin fee / account holder | $0 | $7,702-100.0% | $10,280-100.0% | $6,260-100.0% |