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 5-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 | $37,792 | $138,044-72.6% | $125,339-69.8% | $134,475-71.9% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | 2227.37% | 750.33%+1477.0pp | 572.05%+1655.3pp | 417.96%+1809.4pp |
| Employer contribution / active EE | $1,064 | $5,243-79.7% | $4,814-77.9% | $4,740-77.6% |
| Participant deferral / active EE | $1,250 | $7,799-84.0% | $7,446-83.2% | $6,400-80.5% |
| Admin fee / account holder | $47 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |