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 | $92,037 | $209,832-56.1% | $189,513-51.4% | $167,490-45.0% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 260.54% | 748.27%-487.7pp | 555.15%-294.6pp | 478.56%-218.0pp |
| Employer contribution / active EE | $804 | $6,914-88.4% | $6,162-86.9% | $4,837-83.4% |
| Participant deferral / active EE | $889 | $8,935-90.1% | $8,221-89.2% | $6,341-86.0% |
| Admin fee / account holder | $2 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |