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 5-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 | $15,525 | $115,882-86.6% | $100,516-84.6% | $158,922-90.2% |
| Participation rate | 21.4% | 81.6%-60.1pp | 79.4%-58.0pp | 82.0%-60.5pp |
| Annual return | 0.00% | 34.79%-34.8pp | 30.89%-30.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $711 | $4,103-82.7% | $3,418-79.2% | $4,761-85.1% |
| Participant deferral / active EE | $1,064 | $6,674-84.1% | $6,270-83.0% | $5,982-82.2% |
| Admin fee / account holder | $5 | $10,995-100.0% | $8,081-99.9% | $11,246-100.0% |