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 | $37,376 | $202,318-81.5% | $172,739-78.4% | $152,861-75.5% |
| Participation rate | 13.6% | 87.1%-73.4pp | 82.6%-69.0pp | 82.4%-68.8pp |
| Annual return | 26.99% | 1029.65%-1002.7pp | 802.84%-775.9pp | 345.32%-318.3pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,493 | $5,948-74.9% | $5,198-71.3% | $5,850-74.5% |
| Admin fee / account holder | $110 | $17,109-99.4% | $13,954-99.2% | $11,596-99.1% |