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 | $111,096 | $142,405-22.0% | $115,157-3.5% | $152,861-27.3% |
| Participation rate | 25.0% | 82.4%-57.4pp | 75.9%-50.9pp | 82.4%-57.4pp |
| Annual return | 109.96% | 41.48%+68.5pp | 35.60%+74.4pp | 345.32%-235.4pp |
| Employer contribution / active EE | $299 | $4,010-92.6% | $3,179-90.6% | $4,762-93.7% |
| Participant deferral / active EE | $389 | $5,164-92.5% | $4,168-90.7% | $5,850-93.4% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |