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 | $53,155 | $49,173+8.1% | $121,098-56.1% | $75,163-29.3% |
| Participation rate | 29.0% | 55.4%-26.4pp | 69.5%-40.5pp | 67.2%-38.2pp |
| Annual return | 71029.01% | 55.99%+70973.0pp | 985.75%+70043.3pp | 160.62%+70868.4pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $407 | $2,628-84.5% | $4,080-90.0% | $4,125-90.1% |
| Admin fee / account holder | $0 | $3,942-100.0% | $5,644-100.0% | $5,651-100.0% |