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 | $22,566 | $45,152-50.0% | $73,843-69.4% | $59,632-62.2% |
| Participation rate | 48.4% | 64.0%-15.6pp | 73.4%-25.1pp | 68.7%-20.3pp |
| Annual return | 424.89% | 27.40%+397.5pp | 2267.84%-1842.9pp | 2041.28%-1616.4pp |
| Employer contribution / active EE | $307 | $1,902-83.8% | $2,787-89.0% | $2,203-86.0% |
| Participant deferral / active EE | $644 | $2,574-75.0% | $3,583-82.0% | $3,192-79.8% |
| Admin fee / account holder | $0 | $3,516-100.0% | $4,880-100.0% | $4,297-100.0% |