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 | $70,213 | $56,897+23.4% | $84,750-17.2% | $62,891+11.6% |
| Participation rate | 16.1% | 68.5%-52.4pp | 76.6%-60.5pp | 69.3%-53.2pp |
| Annual return | 264.49% | 6.30%+258.2pp | 22.78%+241.7pp | 20.14%+244.3pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $373 | $2,709-86.2% | $3,712-89.9% | $3,203-88.3% |
| Admin fee / account holder | $90 | $3,581-97.5% | $5,332-98.3% | $4,296-97.9% |