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 | $28,486 | $77,145-63.1% | $108,410-73.7% | $85,850-66.8% |
| Participation rate | 62.7% | 74.7%-11.9pp | 80.1%-17.4pp | 69.3%-6.6pp |
| Annual return | 13.47% | 44.54%-31.1pp | 905.27%-891.8pp | 318.53%-305.1pp |
| Employer contribution / active EE | $440 | $2,379-81.5% | $3,558-87.6% | $2,565-82.9% |
| Participant deferral / active EE | $817 | $5,566-85.3% | $6,563-87.6% | $3,952-79.3% |
| Admin fee / account holder | $210 | $5,172-95.9% | $7,295-97.1% | $6,260-96.6% |