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 6-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 | $24,244 | $90,348-73.2% | $75,972-68.1% | $145,922-83.4% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.1%-35.7pp | 80.3%-46.9pp |
| Annual return | 12.15% | 620.88%-608.7pp | 359.55%-347.4pp | 561.29%-549.1pp |
| Employer contribution / active EE | $693 | $3,311-79.1% | $2,685-74.2% | $4,660-85.1% |
| Participant deferral / active EE | $693 | $5,162-86.6% | $4,255-83.7% | $6,688-89.6% |
| Admin fee / account holder | $244 | $8,467-97.1% | $6,467-96.2% | $13,397-98.2% |