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 | $6,175 | $158,398-96.1% | $126,539-95.1% | $142,382-95.7% |
| Participation rate | 6.3% | 75.8%-69.6pp | 69.8%-63.6pp | 80.1%-73.9pp |
| Annual return | 22.13% | 593.76%-571.6pp | 425.95%-403.8pp | 217.08%-194.9pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $19 | $4,767-99.6% | $4,083-99.5% | $6,507-99.7% |
| Admin fee / account holder | $25 | $6,918-99.6% | $6,065-99.6% | $12,624-99.8% |