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 10-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 | $14,109 | $57,281-75.4% | $86,612-83.7% | $75,163-81.2% |
| Participation rate | 16.1% | 63.2%-47.1pp | 71.7%-55.6pp | 67.2%-51.1pp |
| Annual return | 19.92% | 2670.75%-2650.8pp | 591.07%-571.2pp | 160.62%-140.7pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $394 | $3,318-88.1% | $4,438-91.1% | $4,125-90.5% |
| Admin fee / account holder | $182 | $4,112-95.6% | $5,614-96.8% | $5,651-96.8% |