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 3-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 | $6,065 | $29,660-79.6% | $56,411-89.2% | $80,856-92.5% |
| Participation rate | 4.7% | 41.6%-37.0pp | 52.5%-47.8pp | 67.6%-63.0pp |
| Annual return | 14.85% | 35.23%-20.4pp | 1701.33%-1686.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $122 | $669-81.8% | $1,039-88.3% | $2,755-95.6% |
| Participant deferral / active EE | $129 | $1,226-89.5% | $1,952-93.4% | $4,296-97.0% |
| Admin fee / account holder | $219 | $2,428-91.0% | $2,829-92.3% | $6,918-96.8% |