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 | $87,701 | $106,890-18.0% | $84,015+4.4% | $152,861-42.6% |
| Participation rate | 15.4% | 75.2%-59.9pp | 69.0%-53.6pp | 82.4%-67.1pp |
| Annual return | 25.98% | 104.99%-79.0pp | 71.31%-45.3pp | 345.32%-319.3pp |
| Employer contribution / active EE | $62 | $2,734-97.7% | $1,983-96.9% | $4,762-98.7% |
| Participant deferral / active EE | $154 | $4,011-96.2% | $3,239-95.2% | $5,850-97.4% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |