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 | $60,886 | $40,522+50.3% | $84,611-28.0% | $67,579-9.9% |
| Participation rate | 2.4% | 51.1%-48.7pp | 68.2%-65.8pp | 71.3%-68.9pp |
| Annual return | 24.19% | 32.72%-8.5pp | 258.74%-234.6pp | 378.56%-354.4pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,652-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $101 | $2,132-95.3% | $3,899-97.4% | $3,539-97.2% |
| Admin fee / account holder | $107 | $145-26.0% | $4,912-97.8% | $142-24.5% |