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 | $63,337 | $202,432-68.7% | $169,368-62.6% | $139,434-54.6% |
| Participation rate | 17.4% | 81.1%-63.7pp | 77.1%-59.8pp | 80.3%-62.9pp |
| Annual return | 17.48% | 531.74%-514.3pp | 405.60%-388.1pp | 372.94%-355.5pp |
| Employer contribution / active EE | $453 | $4,692-90.4% | $4,013-88.7% | $4,751-90.5% |
| Participant deferral / active EE | $806 | $6,938-88.4% | $6,221-87.0% | $6,710-88.0% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |