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 | $64,384 | $99,020-35.0% | $86,590-25.6% | $147,584-56.4% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 18.53% | 1312.34%-1293.8pp | 964.84%-946.3pp | 578.55%-560.0pp |
| Employer contribution / active EE | $208 | $3,132-93.4% | $2,839-92.7% | $4,876-95.7% |
| Participant deferral / active EE | $364 | $3,972-90.8% | $3,609-89.9% | $5,439-93.3% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |