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 | $31,724 | $97,044-67.3% | $83,333-61.9% | $135,375-76.6% |
| Participation rate | 33.3% | 80.4%-47.1pp | 77.8%-44.4pp | 82.6%-49.3pp |
| Annual return | 2038.59% | 12.31%+2026.3pp | 10.63%+2028.0pp | 519.73%+1518.9pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $682 | $5,964-88.6% | $5,565-87.8% | $5,609-87.8% |
| Admin fee / account holder | $17 | $8,380-99.8% | $7,510-99.8% | $10,827-99.8% |