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 4-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 | $43,907 | $34,934+25.7% | $56,411-22.2% | $74,495-41.1% |
| Participation rate | 0.7% | 32.8%-32.1pp | 52.5%-51.8pp | 67.2%-66.5pp |
| Annual return | 392.28% | 25.94%+366.3pp | 1701.33%-1309.1pp | 1364.94%-972.7pp |
| Employer contribution / active EE | $21 | $609-96.5% | $1,039-97.9% | $2,623-99.2% |
| Participant deferral / active EE | $111 | $1,170-90.5% | $1,952-94.3% | $4,346-97.4% |
| Admin fee / account holder | $261 | $2,364-89.0% | $2,829-90.8% | $1,942-86.6% |