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 10-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 | $11,871 | $76,738-84.5% | $56,411-79.0% | $145,922-91.9% |
| Participation rate | 11.8% | 63.2%-51.5pp | 52.5%-40.7pp | 80.3%-68.5pp |
| Annual return | 16.96% | 2994.23%-2977.3pp | 1701.33%-1684.4pp | 561.29%-544.3pp |
| Employer contribution / active EE | $157 | $1,380-88.7% | $1,039-84.9% | $4,660-96.6% |
| Participant deferral / active EE | $186 | $2,623-92.9% | $1,952-90.5% | $6,688-97.2% |
| Admin fee / account holder | $6 | $3,334-99.8% | $2,829-99.8% | $13,397-100.0% |