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 | $32,737 | $70,756-53.7% | $65,493-50.0% | $142,382-77.0% |
| Participation rate | 12.5% | 77.4%-64.9pp | 73.1%-60.6pp | 80.1%-67.6pp |
| Annual return | 22.60% | 1754.89%-1732.3pp | 982.45%-959.8pp | 217.08%-194.5pp |
| Employer contribution / active EE | $388 | $2,881-86.5% | $2,574-84.9% | $4,299-91.0% |
| Participant deferral / active EE | $388 | $4,637-91.6% | $3,961-90.2% | $6,507-94.0% |
| Admin fee / account holder | $60 | $6,559-99.1% | $5,028-98.8% | $12,624-99.5% |