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 | $137,281 | $72,400+89.6% | $67,502+103.4% | $145,922-5.9% |
| Participation rate | 4.3% | 76.9%-72.5pp | 72.9%-68.5pp | 80.3%-75.9pp |
| Annual return | 15.34% | 7182.46%-7167.1pp | 3512.12%-3496.8pp | 561.29%-545.9pp |
| Employer contribution / active EE | $44 | $3,069-98.6% | $2,731-98.4% | $4,660-99.1% |
| Participant deferral / active EE | $43 | $4,783-99.1% | $4,000-98.9% | $6,688-99.3% |
| Admin fee / account holder | $120 | $5,539-97.8% | $3,998-97.0% | $13,397-99.1% |