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 8-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 | $230,707 | $100,852+128.8% | $90,404+155.2% | $158,922+45.2% |
| Participation rate | 12.5% | 75.0%-62.5pp | 72.7%-60.2pp | 82.0%-69.5pp |
| Annual return | 51.78% | 1724.20%-1672.4pp | 1293.02%-1241.2pp | 302.83%-251.0pp |
| Employer contribution / active EE | $76 | $3,689-97.9% | $3,262-97.7% | $4,761-98.4% |
| Participant deferral / active EE | $78 | $4,348-98.2% | $3,963-98.0% | $5,982-98.7% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |