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 4-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 | $6,387 | $27,915-77.1% | $58,482-89.1% | $75,163-91.5% |
| Participation rate | 2.6% | 38.8%-36.2pp | 50.9%-48.2pp | 67.2%-64.6pp |
| Annual return | 125.82% | 44.20%+81.6pp | 4239.32%-4113.5pp | 160.62%-34.8pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $148 | $1,201-87.7% | $1,924-92.3% | $4,125-96.4% |
| Admin fee / account holder | $14 | $1,726-99.2% | $2,516-99.4% | $5,651-99.8% |