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 | $19,843 | $96,635-79.5% | $86,612-77.1% | $139,434-85.8% |
| Participation rate | 26.1% | 74.4%-48.3pp | 71.7%-45.6pp | 80.3%-54.2pp |
| Annual return | 11.61% | 106.41%-94.8pp | 591.07%-579.5pp | 372.94%-361.3pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $42 | $4,836-99.1% | $4,438-99.1% | $6,710-99.4% |
| Admin fee / account holder | $4 | $6,408-99.9% | $5,614-99.9% | $11,403-100.0% |