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 | $3,560 | $30,400-88.3% | $53,898-93.4% | $84,808-95.8% |
| Participation rate | 64.4% | 46.4%+18.0pp | 55.0%+9.5pp | 68.3%-3.9pp |
| Annual return | 18.12% | 500.19%-482.1pp | 528.60%-510.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $166 | $603-72.5% | $932-82.2% | $2,631-93.7% |
| Participant deferral / active EE | $158 | $1,199-86.8% | $1,826-91.4% | $4,212-96.3% |
| Admin fee / account holder | $22 | $1,993-98.9% | $2,491-99.1% | $7,344-99.7% |