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 7-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 | $11,608 | $100,852-88.5% | $90,404-87.2% | $158,922-92.7% |
| Participation rate | 12.5% | 75.0%-62.5pp | 72.7%-60.2pp | 82.0%-69.5pp |
| Annual return | 33.47% | 1724.20%-1690.7pp | 1293.02%-1259.5pp | 302.83%-269.4pp |
| Employer contribution / active EE | $309 | $3,689-91.6% | $3,262-90.5% | $4,761-93.5% |
| Participant deferral / active EE | $387 | $4,348-91.1% | $3,963-90.2% | $5,982-93.5% |
| Admin fee / account holder | $63 | $6,501-99.0% | $5,611-98.9% | $11,246-99.4% |