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 9-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 | $20,564 | $95,416-78.4% | $185,823-88.9% | $85,850-76.0% |
| Participation rate | 42.3% | 68.8%-26.5pp | 81.7%-39.4pp | 69.3%-27.0pp |
| Annual return | 18.02% | 23.59%-5.6pp | 122.05%-104.0pp | 318.53%-300.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $587 | $3,423-82.8% | $5,568-89.5% | $3,952-85.1% |
| Admin fee / account holder | $166 | $7,213-97.7% | $16,237-99.0% | $6,260-97.4% |