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 | $14,540 | $96,635-85.0% | $86,612-83.2% | $139,434-89.6% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 22.29% | 106.41%-84.1pp | 591.07%-568.8pp | 372.94%-350.7pp |
| Employer contribution / active EE | $500 | $3,263-84.7% | $3,022-83.4% | $4,751-89.5% |
| Participant deferral / active EE | $500 | $4,836-89.7% | $4,438-88.7% | $6,710-92.5% |
| Admin fee / account holder | $74 | $6,408-98.9% | $5,614-98.7% | $11,403-99.4% |