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 | $5,490 | $72,400-92.4% | $67,502-91.9% | $145,922-96.2% |
| Participation rate | 11.1% | 76.9%-65.7pp | 72.9%-61.8pp | 80.3%-69.2pp |
| Annual return | 17.39% | 7182.46%-7165.1pp | 3512.12%-3494.7pp | 561.29%-543.9pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $258 | $4,783-94.6% | $4,000-93.5% | $6,688-96.1% |
| Admin fee / account holder | $18 | $5,539-99.7% | $3,998-99.5% | $13,397-99.9% |