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 | $79,850 | $81,208-1.7% | $98,907-19.3% | $79,8580% |
| Participation rate | 24.2% | 72.5%-48.3pp | 76.0%-51.8pp | 69.6%-45.5pp |
| Annual return | 21.96% | 60.99%-39.0pp | 196.43%-174.5pp | 31.71%-9.8pp |
| Employer contribution / active EE | $162 | $1,960-91.7% | $2,689-94.0% | $2,471-93.4% |
| Participant deferral / active EE | $1,136 | $3,265-65.2% | $4,244-73.2% | $3,740-69.6% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,642-100.0% | $5,306-100.0% |