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 7-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 | $101,263 | $65,365+54.9% | $92,893+9.0% | $72,985+38.7% |
| Participation rate | 38.2% | 68.3%-30.1pp | 76.0%-37.8pp | 69.5%-31.3pp |
| Annual return | 0.00% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $353 | $2,594-86.4% | $3,653-90.3% | $2,440-85.5% |
| Participant deferral / active EE | $665 | $3,128-78.8% | $4,236-84.3% | $3,607-81.6% |
| Admin fee / account holder | $2 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |