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 | $104,758 | $73,515+42.5% | $62,995+66.3% | $147,584-29.0% |
| Participation rate | 28.6% | 77.9%-49.3pp | 74.8%-46.2pp | 82.8%-54.3pp |
| Annual return | 16.37% | 175.43%-159.1pp | 87.57%-71.2pp | 578.55%-562.2pp |
| Employer contribution / active EE | $197 | $3,320-94.1% | $2,759-92.9% | $4,876-96.0% |
| Participant deferral / active EE | $197 | $4,185-95.3% | $3,329-94.1% | $5,439-96.4% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |