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 | $51,108 | $189,613-73.0% | $167,512-69.5% | $142,382-64.1% |
| Participation rate | 28.6% | 80.1%-51.6pp | 77.1%-48.5pp | 80.1%-51.5pp |
| Annual return | 14.29% | 2024.68%-2010.4pp | 1615.79%-1601.5pp | 217.08%-202.8pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $885 | $6,981-87.3% | $6,405-86.2% | $6,507-86.4% |
| Admin fee / account holder | $40 | $10,528-99.6% | $9,769-99.6% | $12,624-99.7% |