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 7-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 | $59,865 | $88,751-32.5% | $81,812-26.8% | $145,922-59.0% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.3%-39.0pp | 80.3%-46.9pp |
| Annual return | 10.22% | 1025.40%-1015.2pp | 773.79%-763.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $35 | $3,083-98.9% | $2,912-98.8% | $4,660-99.2% |
| Participant deferral / active EE | $267 | $4,643-94.3% | $4,319-93.8% | $6,688-96.0% |
| Admin fee / account holder | $299 | $8,415-96.4% | $7,386-96.0% | $13,397-97.8% |