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 10-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 | $76,167 | $100,041-23.9% | $149,718-49.1% | $70,131+8.6% |
| Participation rate | 30.2% | 83.6%-53.4pp | 87.1%-56.8pp | 69.5%-39.3pp |
| Annual return | 57.10% | 27.43%+29.7pp | 1501.63%-1444.5pp | 73.14%-16.0pp |
| Employer contribution / active EE | $528 | $3,662-85.6% | $5,445-90.3% | $2,342-77.5% |
| Participant deferral / active EE | $1,006 | $4,983-79.8% | $6,569-84.7% | $3,332-69.8% |
| Admin fee / account holder | $0 | $8,286-100.0% | $11,283-100.0% | $4,645-100.0% |