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 10-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 | $11,340 | $109,817-89.7% | $98,442-88.5% | $167,490-93.2% |
| Participation rate | 36.4% | 75.8%-39.5pp | 73.3%-37.0pp | 82.1%-45.7pp |
| Annual return | 18.21% | 1956.69%-1938.5pp | 1492.73%-1474.5pp | 478.56%-460.3pp |
| Employer contribution / active EE | $434 | $3,224-86.5% | $2,960-85.3% | $4,837-91.0% |
| Participant deferral / active EE | $232 | $4,673-95.0% | $4,276-94.6% | $6,341-96.3% |
| Admin fee / account holder | $28 | $6,753-99.6% | $5,949-99.5% | $12,309-99.8% |