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 | $52,132 | $56,199-7.2% | $67,652-22.9% | $59,632-12.6% |
| Participation rate | 40.6% | 71.5%-30.8pp | 75.7%-35.0pp | 68.7%-28.0pp |
| Annual return | -0.90% | 18505.31%-18506.2pp | 6625.04%-6625.9pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $951 | $2,844-66.6% | $3,560-73.3% | $3,192-70.2% |
| Admin fee / account holder | $12 | $3,958-99.7% | $4,821-99.8% | $4,297-99.7% |