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 9-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 | $120,263 | $88,751+35.5% | $81,812+47.0% | $145,922-17.6% |
| Participation rate | 16.7% | 75.0%-58.4pp | 72.3%-55.7pp | 80.3%-63.6pp |
| Annual return | 11.47% | 1025.40%-1013.9pp | 773.79%-762.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $145 | $4,643-96.9% | $4,319-96.6% | $6,688-97.8% |
| Admin fee / account holder | $120 | $8,415-98.6% | $7,386-98.4% | $13,397-99.1% |