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 | $25,544 | $84,695-69.8% | $73,843-65.4% | $125,391-79.6% |
| Participation rate | 14.3% | 76.8%-62.5pp | 73.4%-59.2pp | 83.2%-68.9pp |
| Annual return | 0.77% | 3123.53%-3122.8pp | 2267.84%-2267.1pp | 282.22%-281.5pp |
| Employer contribution / active EE | $321 | $3,123-89.7% | $2,787-88.5% | $4,866-93.4% |
| Participant deferral / active EE | $402 | $3,992-89.9% | $3,583-88.8% | $5,352-92.5% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |