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 | $13,327 | $34,934-61.8% | $56,411-76.4% | $74,495-82.1% |
| Participation rate | 4.3% | 32.8%-28.6pp | 52.5%-48.2pp | 67.2%-62.9pp |
| Annual return | 19.78% | 25.94%-6.2pp | 1701.33%-1681.6pp | 1364.94%-1345.2pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $175 | $1,170-85.1% | $1,952-91.0% | $4,346-96.0% |
| Admin fee / account holder | $86 | $2,364-96.4% | $2,829-97.0% | $1,942-95.6% |