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 3-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 | $11,859 | $189,613-93.7% | $167,512-92.9% | $142,382-91.7% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 13.76% | 2024.68%-2010.9pp | 1615.79%-1602.0pp | 217.08%-203.3pp |
| Employer contribution / active EE | $399 | $4,349-90.8% | $3,882-89.7% | $4,299-90.7% |
| Participant deferral / active EE | $798 | $6,981-88.6% | $6,405-87.5% | $6,507-87.7% |
| Admin fee / account holder | $76 | $10,528-99.3% | $9,769-99.2% | $12,624-99.4% |