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 7-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 | $119,342 | $27,915+327.5% | $58,482+104.1% | $75,163+58.8% |
| Participation rate | 10.0% | 38.8%-28.8pp | 50.9%-40.9pp | 67.2%-57.2pp |
| Annual return | 15.81% | 44.20%-28.4pp | 4239.32%-4223.5pp | 160.62%-144.8pp |
| Employer contribution / active EE | $42 | $669-93.8% | $1,053-96.0% | $2,670-98.4% |
| Participant deferral / active EE | $44 | $1,201-96.3% | $1,924-97.7% | $4,125-98.9% |
| Admin fee / account holder | $261 | $1,726-84.9% | $2,516-89.6% | $5,651-95.4% |