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 5-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 | $74,147 | $159,901-53.6% | $146,958-49.5% | $145,922-49.2% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 13.23% | 98.13%-84.9pp | 418.34%-405.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $739 | $5,286-86.0% | $4,933-85.0% | $4,660-84.1% |
| Participant deferral / active EE | $1,524 | $8,428-81.9% | $8,070-81.1% | $6,688-77.2% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |