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 | $98,083 | $202,318-51.5% | $172,739-43.2% | $152,861-35.8% |
| Participation rate | 30.0% | 87.1%-57.1pp | 82.6%-52.6pp | 82.4%-52.4pp |
| Annual return | 16.04% | 1029.65%-1013.6pp | 802.84%-786.8pp | 345.32%-329.3pp |
| Employer contribution / active EE | $196 | $5,856-96.6% | $5,143-96.2% | $4,762-95.9% |
| Participant deferral / active EE | $1,037 | $5,948-82.6% | $5,198-80.0% | $5,850-82.3% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |