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 9-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 | $9,075 | $109,817-91.7% | $98,442-90.8% | $167,490-94.6% |
| Participation rate | 45.5% | 75.8%-30.4pp | 73.3%-27.9pp | 82.1%-36.7pp |
| Annual return | 27.91% | 1956.69%-1928.8pp | 1492.73%-1464.8pp | 478.56%-450.6pp |
| Employer contribution / active EE | $237 | $3,224-92.6% | $2,960-92.0% | $4,837-95.1% |
| Participant deferral / active EE | $551 | $4,673-88.2% | $4,276-87.1% | $6,341-91.3% |
| Admin fee / account holder | $77 | $6,753-98.9% | $5,949-98.7% | $12,309-99.4% |