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 8-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 | $45,568 | $83,902-45.7% | $167,512-72.8% | $84,808-46.3% |
| Participation rate | 13.2% | 66.5%-53.2pp | 77.1%-63.8pp | 68.3%-55.1pp |
| Annual return | 20.31% | 91.55%-71.2pp | 1615.79%-1595.5pp | 40.90%-20.6pp |
| Employer contribution / active EE | $267 | $2,264-88.2% | $3,882-93.1% | $2,631-89.9% |
| Participant deferral / active EE | $909 | $4,442-79.5% | $6,405-85.8% | $4,212-78.4% |
| Admin fee / account holder | $0 | $7,915-100.0% | $9,769-100.0% | $7,344-100.0% |