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 | $4,039 | $54,705-92.6% | $71,209-94.3% | $84,808-95.2% |
| Participation rate | 13.2% | 64.1%-50.9pp | 73.8%-60.6pp | 68.3%-55.2pp |
| Annual return | 18.11% | 35.90%-17.8pp | 282.51%-264.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $70 | $3,030-97.7% | $4,175-98.3% | $4,212-98.3% |
| Admin fee / account holder | $169 | $4,863-96.5% | $5,349-96.8% | $7,344-97.7% |