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 7-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 | $82,243 | $39,019+110.8% | $80,716+1.9% | $85,850-4.2% |
| Participation rate | 1.7% | 41.5%-39.8pp | 54.2%-52.4pp | 69.3%-67.6pp |
| Annual return | 17.53% | 26.27%-8.7pp | 87.28%-69.7pp | 318.53%-301.0pp |
| Employer contribution / active EE | $88 | $722-87.7% | $1,160-92.4% | $2,565-96.6% |
| Participant deferral / active EE | $154 | $1,326-88.4% | $2,146-92.8% | $3,952-96.1% |
| Admin fee / account holder | $0 | $2,431-100.0% | $3,380-100.0% | $6,260-100.0% |