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 | $88,488 | $97,757-9.5% | $83,848+5.5% | $135,375-34.6% |
| Participation rate | 41.2% | 80.0%-38.8pp | 76.1%-35.0pp | 82.6%-41.5pp |
| Annual return | -5.48% | 1287.37%-1292.8pp | 850.88%-856.4pp | 519.73%-525.2pp |
| Employer contribution / active EE | $350 | $4,222-91.7% | $3,631-90.4% | $4,779-92.7% |
| Participant deferral / active EE | $640 | $4,682-86.3% | $4,082-84.3% | $5,609-88.6% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |