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 | $199,975 | $160,055+24.9% | $140,016+42.8% | $135,375+47.7% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -3.02% | 911.38%-914.4pp | 651.12%-654.1pp | 519.73%-522.8pp |
| Employer contribution / active EE | $436 | $6,420-93.2% | $5,606-92.2% | $4,779-90.9% |
| Participant deferral / active EE | $773 | $7,642-89.9% | $6,927-88.8% | $5,609-86.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |