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 9-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 | $58,727 | $85,766-31.5% | $136,294-56.9% | $70,131-16.3% |
| Participation rate | 29.4% | 74.2%-44.7pp | 81.9%-52.5pp | 69.5%-40.1pp |
| Annual return | 25.18% | 31.45%-6.3pp | 5155.94%-5130.8pp | 73.14%-48.0pp |
| Employer contribution / active EE | $313 | $2,966-89.5% | $4,695-93.3% | $2,342-86.7% |
| Participant deferral / active EE | $780 | $5,051-84.6% | $6,247-87.5% | $3,332-76.6% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |