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 10-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 | $14,094 | $96,305-85.4% | $80,569-82.5% | $139,434-89.9% |
| Participation rate | 25.0% | 73.6%-48.6pp | 67.0%-42.0pp | 80.3%-55.3pp |
| Annual return | 13.34% | 1350.08%-1336.7pp | 935.43%-922.1pp | 372.94%-359.6pp |
| Employer contribution / active EE | $588 | $3,262-82.0% | $2,723-78.4% | $4,751-87.6% |
| Participant deferral / active EE | $594 | $5,232-88.7% | $4,447-86.6% | $6,710-91.2% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |