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 6-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 | $35,772 | $98,750-63.8% | $149,696-76.1% | $79,858-55.2% |
| Participation rate | 47.3% | 75.8%-28.5pp | 82.5%-35.2pp | 69.6%-22.4pp |
| Annual return | 41.92% | 27.43%+14.5pp | 276.60%-234.7pp | 31.71%+10.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,274 | $5,680-60.0% | $6,842-66.8% | $3,740-39.2% |
| Admin fee / account holder | $71 | $6,053-98.8% | $9,309-99.2% | $5,306-98.7% |