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 4-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 | $18,560 | $30,400-38.9% | $53,898-65.6% | $84,808-78.1% |
| Participation rate | 1.5% | 46.4%-44.9pp | 55.0%-53.4pp | 68.3%-66.8pp |
| Annual return | 20.68% | 500.19%-479.5pp | 528.60%-507.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $70 | $1,199-94.1% | $1,826-96.2% | $4,212-98.3% |
| Admin fee / account holder | $67 | $1,993-96.6% | $2,491-97.3% | $7,344-99.1% |