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 | $108,089 | $58,208+85.7% | $81,812+32.1% | $80,856+33.7% |
| Participation rate | 6.2% | 63.4%-57.2pp | 72.3%-66.2pp | 67.6%-61.5pp |
| Annual return | 13.68% | 41.66%-28.0pp | 773.79%-760.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $478 | $3,281-85.4% | $4,319-88.9% | $4,296-88.9% |
| Admin fee / account holder | $13 | $4,981-99.7% | $7,386-99.8% | $6,918-99.8% |