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 | $30,251 | $138,044-78.1% | $125,339-75.9% | $134,475-77.5% |
| Participation rate | 35.7% | 84.5%-48.8pp | 82.4%-46.7pp | 81.2%-45.5pp |
| Annual return | 59.76% | 750.33%-690.6pp | 572.05%-512.3pp | 417.96%-358.2pp |
| Employer contribution / active EE | $525 | $5,243-90.0% | $4,814-89.1% | $4,740-88.9% |
| Participant deferral / active EE | $1,026 | $7,799-86.8% | $7,446-86.2% | $6,400-84.0% |
| Admin fee / account holder | $122 | $11,571-98.9% | $10,010-98.8% | $11,426-98.9% |