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 | $48,265 | $85,766-43.7% | $136,294-64.6% | $70,131-31.2% |
| Participation rate | 3.5% | 74.2%-70.6pp | 81.9%-78.4pp | 69.5%-66.0pp |
| Annual return | 19.91% | 31.45%-11.5pp | 5155.94%-5136.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $171 | $2,966-94.2% | $4,695-96.4% | $2,342-92.7% |
| Participant deferral / active EE | $451 | $5,051-91.1% | $6,247-92.8% | $3,332-86.5% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |