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 4-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 | $210,682 | $64,324+227.5% | $118,925+77.2% | $79,858+163.8% |
| Participation rate | 1.4% | 64.9%-63.5pp | 75.4%-74.0pp | 69.6%-68.3pp |
| Annual return | 14.62% | 86.45%-71.8pp | 35.88%-21.3pp | 31.71%-17.1pp |
| Employer contribution / active EE | $39 | $1,836-97.9% | $3,263-98.8% | $2,471-98.4% |
| Participant deferral / active EE | $63 | $2,824-97.8% | $4,265-98.5% | $3,740-98.3% |
| Admin fee / account holder | $0 | $4,040-100.0% | $6,581-100.0% | $5,306-100.0% |