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 | $11,891 | $51,576-76.9% | $129,207-90.8% | $80,856-85.3% |
| Participation rate | 7.7% | 57.0%-49.3pp | 69.6%-61.9pp | 67.6%-59.9pp |
| Annual return | 14.55% | 20.81%-6.3pp | 9417.33%-9402.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $52 | $2,669-98.0% | $4,168-98.7% | $4,296-98.8% |
| Admin fee / account holder | $105 | $4,305-97.6% | $7,715-98.6% | $6,918-98.5% |