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 | $36,664 | $39,019-6.0% | $80,716-54.6% | $85,850-57.3% |
| Participation rate | 2.1% | 41.5%-39.4pp | 54.2%-52.0pp | 69.3%-67.2pp |
| Annual return | 28.75% | 26.27%+2.5pp | 87.28%-58.5pp | 318.53%-289.8pp |
| Employer contribution / active EE | $10 | $722-98.6% | $1,160-99.1% | $2,565-99.6% |
| Participant deferral / active EE | $99 | $1,326-92.6% | $2,146-95.4% | $3,952-97.5% |
| Admin fee / account holder | $0 | $2,431-100.0% | $3,380-100.0% | $6,260-100.0% |