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 | $34,918 | $77,314-54.8% | $177,989-80.4% | $80,856-56.8% |
| Participation rate | 3.3% | 65.7%-62.4pp | 77.1%-73.8pp | 67.6%-64.3pp |
| Annual return | 12.59% | 18.09%-5.5pp | 294.48%-281.9pp | 35.59%-23.0pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1 | $4,411-100.0% | $6,276-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $7,191-100.0% | $10,363-100.0% | $6,918-100.0% |