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 8-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 | $119,126 | $91,538+30.1% | $129,995-8.4% | $75,163+58.5% |
| Participation rate | 2.2% | 71.4%-69.3pp | 78.5%-76.3pp | 67.2%-65.0pp |
| Annual return | 21.40% | -631.11%+652.5pp | -137.18%+158.6pp | 160.62%-139.2pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $107 | $4,341-97.5% | $5,820-98.2% | $4,125-97.4% |
| Admin fee / account holder | $45 | $6,790-99.3% | $10,614-99.6% | $5,651-99.2% |