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 | $3,495 | $70,606-95.0% | $53,898-93.5% | $142,382-97.5% |
| Participation rate | 7.1% | 63.7%-56.6pp | 55.0%-47.8pp | 80.1%-73.0pp |
| Annual return | 18.42% | 619.81%-601.4pp | 528.60%-510.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $28 | $1,202-97.7% | $932-97.0% | $4,299-99.3% |
| Participant deferral / active EE | $28 | $2,364-98.8% | $1,826-98.5% | $6,507-99.6% |
| Admin fee / account holder | $51 | $2,852-98.2% | $2,491-98.0% | $12,624-99.6% |