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 | $58,707 | $65,561-10.5% | $86,188-31.9% | $75,163-21.9% |
| Participation rate | 12.9% | 60.5%-47.6pp | 69.0%-56.1pp | 67.2%-54.3pp |
| Annual return | 12.96% | 46.05%-33.1pp | 1168.45%-1155.5pp | 160.62%-147.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $586 | $3,024-80.6% | $3,985-85.3% | $4,125-85.8% |
| Admin fee / account holder | $162 | $5,474-97.0% | $6,852-97.6% | $5,651-97.1% |