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 | $6,435 | $95,266-93.2% | $82,389-92.2% | $142,382-95.5% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.5%-69.5pp | 80.1%-80.1pp |
| Annual return | 14.18% | 25.74%-11.6pp | 28.67%-14.5pp | 217.08%-202.9pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $58 | $4,809-98.8% | $4,155-98.6% | $6,507-99.1% |
| Admin fee / account holder | $204 | $8,563-97.6% | $7,231-97.2% | $12,624-98.4% |