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 | $10,656 | $57,281-81.4% | $86,612-87.7% | $75,163-85.8% |
| Participation rate | 11.3% | 63.2%-51.9pp | 71.7%-60.4pp | 67.2%-55.9pp |
| Annual return | 68.72% | 2670.75%-2602.0pp | 591.07%-522.3pp | 160.62%-91.9pp |
| Employer contribution / active EE | $382 | $2,314-83.5% | $3,022-87.4% | $2,670-85.7% |
| Participant deferral / active EE | $551 | $3,318-83.4% | $4,438-87.6% | $4,125-86.7% |
| Admin fee / account holder | $119 | $4,112-97.1% | $5,614-97.9% | $5,651-97.9% |