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 | $13,537 | $48,230-71.9% | $67,502-79.9% | $80,856-83.3% |
| Participation rate | 10.8% | 66.4%-55.6pp | 72.9%-62.1pp | 67.6%-56.9pp |
| Annual return | 19.08% | 18.28%+0.8pp | 3512.12%-3493.0pp | 35.59%-16.5pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $46 | $2,924-98.4% | $4,000-98.8% | $4,296-98.9% |
| Admin fee / account holder | $124 | $3,681-96.6% | $3,998-96.9% | $6,918-98.2% |