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 | $44,126 | $160,055-72.4% | $140,016-68.5% | $135,375-67.4% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.5%-18.3pp | 82.6%-13.4pp |
| Annual return | -5.79% | 911.38%-917.2pp | 651.12%-656.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,165 | $6,420-81.8% | $5,606-79.2% | $4,779-75.6% |
| Participant deferral / active EE | $2,443 | $7,642-68.0% | $6,927-64.7% | $5,609-56.4% |
| Admin fee / account holder | $10 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |