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 | $43,300 | $57,281-24.4% | $86,612-50.0% | $75,163-42.4% |
| Participation rate | 7.7% | 63.2%-55.5pp | 71.7%-64.0pp | 67.2%-59.5pp |
| Annual return | 17.65% | 2670.75%-2653.1pp | 591.07%-573.4pp | 160.62%-143.0pp |
| Employer contribution / active EE | $191 | $2,314-91.8% | $3,022-93.7% | $2,670-92.9% |
| Participant deferral / active EE | $235 | $3,318-92.9% | $4,438-94.7% | $4,125-94.3% |
| Admin fee / account holder | $13 | $4,112-99.7% | $5,614-99.8% | $5,651-99.8% |