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 | $59,268 | $86,944-31.8% | $107,525-44.9% | $74,304-20.2% |
| Participation rate | 55.3% | 59.6%-4.2pp | 75.1%-19.7pp | 60.3%-5.0pp |
| Annual return | 1314.94% | 23.52%+1291.4pp | 181.32%+1133.6pp | 29.43%+1285.5pp |
| Employer contribution / active EE | $612 | $2,757-77.8% | $3,754-83.7% | $2,241-72.7% |
| Participant deferral / active EE | $1,098 | $3,554-69.1% | $5,116-78.5% | $3,767-70.8% |
| Admin fee / account holder | $288 | $3,727-92.3% | $8,919-96.8% | $2,969-90.3% |