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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,595 | $135,635-18.5% | $110,238+0.3% | $135,375-18.3% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -8.72% | 513.19%-521.9pp | 314.74%-323.5pp | 519.73%-528.5pp |
| Employer contribution / active EE | $166 | $4,906-96.6% | $3,826-95.7% | $4,779-96.5% |
| Participant deferral / active EE | $1,655 | $5,506-70.0% | $4,672-64.6% | $5,609-70.5% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |