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 | $19,950 | $104,486-80.9% | $76,817-74.0% | $152,861-86.9% |
| Participation rate | 11.8% | 76.6%-64.8pp | 72.1%-60.3pp | 82.4%-70.7pp |
| Annual return | 10.62% | 1013.37%-1002.8pp | 1166.11%-1155.5pp | 345.32%-334.7pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $15 | $4,236-99.6% | $3,336-99.5% | $5,850-99.7% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |