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 | $208,217 | $46,674+346.1% | $117,472+77.2% | $68,494+204.0% |
| Participation rate | 6.5% | 56.8%-50.3pp | 70.6%-64.1pp | 67.9%-61.4pp |
| Annual return | -14.85% | -14.52%-0.3pp | 29.74%-44.6pp | -7.84%-7.0pp |
| Employer contribution / active EE | $88 | $1,505-94.2% | $4,176-97.9% | $2,596-96.6% |
| Participant deferral / active EE | $581 | $2,636-78.0% | $4,070-85.7% | $4,027-85.6% |
| Admin fee / account holder | $0 | $4,020-100.0% | $5,645-100.0% | $5,403-100.0% |