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 4-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 | $14,297 | $49,173-70.9% | $121,098-88.2% | $75,163-81.0% |
| Participation rate | 10.3% | 55.4%-45.0pp | 69.5%-59.1pp | 67.2%-56.8pp |
| Annual return | 29.48% | 55.99%-26.5pp | 985.75%-956.3pp | 160.62%-131.1pp |
| Employer contribution / active EE | $417 | $1,546-73.0% | $4,164-90.0% | $2,670-84.4% |
| Participant deferral / active EE | $691 | $2,628-73.7% | $4,080-83.1% | $4,125-83.2% |
| Admin fee / account holder | $0 | $3,942-100.0% | $5,644-100.0% | $5,651-100.0% |