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 | $95,232 | $97,757-2.6% | $83,848+13.6% | $135,375-29.7% |
| Participation rate | 21.4% | 80.0%-58.5pp | 76.1%-54.7pp | 82.6%-61.2pp |
| Annual return | -9.42% | 1287.37%-1296.8pp | 850.88%-860.3pp | 519.73%-529.2pp |
| Employer contribution / active EE | $645 | $4,222-84.7% | $3,631-82.2% | $4,779-86.5% |
| Participant deferral / active EE | $645 | $4,682-86.2% | $4,082-84.2% | $5,609-88.5% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |