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 | $35,062 | $56,317-37.7% | $71,209-50.8% | $74,304-52.8% |
| Participation rate | 2.1% | 55.1%-53.0pp | 73.8%-71.6pp | 60.3%-58.2pp |
| Annual return | 15.52% | 42.83%-27.3pp | 282.51%-267.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $61 | $2,788-97.8% | $4,175-98.5% | $3,767-98.4% |
| Admin fee / account holder | $0 | $2,290-100.0% | $5,349-100.0% | $2,969-100.0% |