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 | $92,930 | $96,484-3.7% | $75,886+22.5% | $152,861-39.2% |
| Participation rate | 52.4% | 76.2%-23.8pp | 69.3%-16.9pp | 82.4%-30.1pp |
| Annual return | 289.24% | 33.98%+255.3pp | 30.76%+258.5pp | 345.32%-56.1pp |
| Employer contribution / active EE | $430 | $3,309-87.0% | $2,500-82.8% | $4,762-91.0% |
| Participant deferral / active EE | $901 | $4,553-80.2% | $3,603-75.0% | $5,850-84.6% |
| Admin fee / account holder | $116 | $8,078-98.6% | $5,418-97.9% | $11,596-99.0% |