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 8-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 | $17,510 | $31,310-44.1% | $53,898-67.5% | $74,304-76.4% |
| Participation rate | 3.6% | 30.7%-27.1pp | 55.0%-51.4pp | 60.3%-56.8pp |
| Annual return | 17.15% | 23.16%-6.0pp | 528.60%-511.5pp | 29.43%-12.3pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $177 | $934-81.0% | $1,826-90.3% | $3,767-95.3% |
| Admin fee / account holder | $102 | $2,175-95.3% | $2,491-95.9% | $2,969-96.6% |