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 9-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 | $52,000 | $91,190-43.0% | $178,490-70.9% | $79,858-34.9% |
| Participation rate | 11.1% | 69.2%-58.1pp | 81.9%-70.8pp | 69.6%-58.5pp |
| Annual return | 41.79% | 24.19%+17.6pp | 151.07%-109.3pp | 31.71%+10.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $768 | $3,236-76.3% | $5,202-85.2% | $3,740-79.5% |
| Admin fee / account holder | $3 | $6,751-100.0% | $13,984-100.0% | $5,306-99.9% |