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 | $74,713 | $135,635-44.9% | $110,238-32.2% | $135,375-44.8% |
| Participation rate | 20.0% | 83.5%-63.5pp | 79.8%-59.8pp | 82.6%-62.6pp |
| Annual return | -7.79% | 513.19%-521.0pp | 314.74%-322.5pp | 519.73%-527.5pp |
| Employer contribution / active EE | $555 | $4,906-88.7% | $3,826-85.5% | $4,779-88.4% |
| Participant deferral / active EE | $830 | $5,506-84.9% | $4,672-82.2% | $5,609-85.2% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |