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 | $15,432 | $70,756-78.2% | $65,493-76.4% | $142,382-89.2% |
| Participation rate | 13.3% | 77.4%-64.0pp | 73.1%-59.8pp | 80.1%-66.8pp |
| Annual return | 16.51% | 1754.89%-1738.4pp | 982.45%-965.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $260 | $2,881-91.0% | $2,574-89.9% | $4,299-93.9% |
| Participant deferral / active EE | $445 | $4,637-90.4% | $3,961-88.8% | $6,507-93.2% |
| Admin fee / account holder | $30 | $6,559-99.5% | $5,028-99.4% | $12,624-99.8% |