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 | $10,554 | $102,604-89.7% | $86,188-87.8% | $139,434-92.4% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 24.55% | 1922.51%-1898.0pp | 1168.45%-1143.9pp | 372.94%-348.4pp |
| Employer contribution / active EE | $618 | $3,032-79.6% | $2,380-74.1% | $4,751-87.0% |
| Participant deferral / active EE | $1,029 | $4,676-78.0% | $3,985-74.2% | $6,710-84.7% |
| Admin fee / account holder | $14 | $8,657-99.8% | $6,852-99.8% | $11,403-99.9% |