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 5-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 | $69,817 | $175,202-60.2% | $149,673-53.4% | $139,434-49.9% |
| Participation rate | 38.5% | 83.4%-44.9pp | 78.8%-40.3pp | 80.3%-41.9pp |
| Annual return | 35503.25% | 166.71%+35336.5pp | 134.42%+35368.8pp | 372.94%+35130.3pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,306 | $6,519-80.0% | $5,680-77.0% | $6,710-80.5% |
| Admin fee / account holder | $226 | $16,150-98.6% | $13,210-98.3% | $11,403-98.0% |