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 | $38,676 | $126,574-69.4% | $106,213-63.6% | $145,922-73.5% |
| Participation rate | 52.9% | 77.6%-24.7pp | 75.3%-22.3pp | 80.3%-27.3pp |
| Annual return | 13.86% | 224.79%-210.9pp | 116.14%-102.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,307 | $5,724-77.2% | $5,016-73.9% | $6,688-80.5% |
| Admin fee / account holder | $280 | $17,304-98.4% | $11,033-97.5% | $13,397-97.9% |