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 | $93,864 | $30,400+208.8% | $53,898+74.2% | $84,808+10.7% |
| Participation rate | 4.5% | 46.4%-42.0pp | 55.0%-50.5pp | 68.3%-63.8pp |
| Annual return | 21.50% | 500.19%-478.7pp | 528.60%-507.1pp | 40.90%-19.4pp |
| Employer contribution / active EE | $41 | $603-93.3% | $932-95.6% | $2,631-98.5% |
| Participant deferral / active EE | $270 | $1,199-77.5% | $1,826-85.2% | $4,212-93.6% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |