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 | $103,711 | $99,640+4.1% | $86,436+20.0% | $134,475-22.9% |
| Participation rate | 57.1% | 82.0%-24.9pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -14.46% | 6782.58%-6797.0pp | 4394.89%-4409.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $130 | $4,400-97.0% | $3,769-96.5% | $4,740-97.2% |
| Participant deferral / active EE | $324 | $7,246-95.5% | $6,952-95.3% | $6,400-94.9% |
| Admin fee / account holder | $59 | $8,371-99.3% | $6,731-99.1% | $11,426-99.5% |