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 | $76,349 | $48,050+58.9% | $85,969-11.2% | $59,632+28.0% |
| Participation rate | 11.5% | 64.5%-53.0pp | 76.5%-65.1pp | 68.7%-57.2pp |
| Annual return | -1.71% | 0.29%-2.0pp | 9.32%-11.0pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $246 | $1,640-85.0% | $3,474-92.9% | $2,203-88.9% |
| Participant deferral / active EE | $811 | $2,249-63.9% | $3,829-78.8% | $3,192-74.6% |
| Admin fee / account holder | $0 | $3,206-100.0% | $6,053-100.0% | $4,297-100.0% |