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 | $29,311 | $150,440-80.5% | $136,294-78.5% | $147,584-80.1% |
| Participation rate | 12.5% | 84.4%-71.9pp | 81.9%-69.4pp | 82.8%-70.3pp |
| Annual return | 25.26% | 1049.08%-1023.8pp | 5155.94%-5130.7pp | 578.55%-553.3pp |
| Employer contribution / active EE | $174 | $5,256-96.7% | $4,695-96.3% | $4,876-96.4% |
| Participant deferral / active EE | $2,040 | $6,630-69.2% | $6,247-67.3% | $5,439-62.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |