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 3-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 | $6,883 | $96,305-92.9% | $80,569-91.5% | $139,434-95.1% |
| Participation rate | 16.7% | 73.6%-57.0pp | 67.0%-50.3pp | 80.3%-63.7pp |
| Annual return | 23.52% | 1350.08%-1326.6pp | 935.43%-911.9pp | 372.94%-349.4pp |
| Employer contribution / active EE | $500 | $3,262-84.7% | $2,723-81.6% | $4,751-89.5% |
| Participant deferral / active EE | $552 | $5,232-89.5% | $4,447-87.6% | $6,710-91.8% |
| Admin fee / account holder | $230 | $6,599-96.5% | $5,377-95.7% | $11,403-98.0% |