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 | $78,533 | $114,047-31.1% | $96,139-18.3% | $167,490-53.1% |
| Participation rate | 15.4% | 75.1%-59.7pp | 68.4%-53.1pp | 82.1%-66.7pp |
| Annual return | 9.70% | 189.88%-180.2pp | 191.94%-182.2pp | 478.56%-468.9pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $275 | $5,194-94.7% | $4,349-93.7% | $6,341-95.7% |
| Admin fee / account holder | $60 | $6,897-99.1% | $5,537-98.9% | $12,309-99.5% |