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 | $9,436 | $70,606-86.6% | $53,898-82.5% | $142,382-93.4% |
| Participation rate | 14.3% | 63.7%-49.4pp | 55.0%-40.7pp | 80.1%-65.8pp |
| Annual return | 1558.49% | 619.81%+938.7pp | 528.60%+1029.9pp | 217.08%+1341.4pp |
| Employer contribution / active EE | $140 | $1,202-88.4% | $932-85.0% | $4,299-96.7% |
| Participant deferral / active EE | $175 | $2,364-92.6% | $1,826-90.4% | $6,507-97.3% |
| Admin fee / account holder | $6 | $2,852-99.8% | $2,491-99.8% | $12,624-100.0% |