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 | $35,072 | $95,862-63.4% | $79,550-55.9% | $134,475-73.9% |
| Participation rate | 23.1% | 75.0%-52.0pp | 69.5%-46.4pp | 81.2%-58.1pp |
| Annual return | 1077.90% | -2.69%+1080.6pp | 0.16%+1077.7pp | 417.96%+659.9pp |
| Employer contribution / active EE | $79 | $3,128-97.5% | $2,413-96.7% | $4,740-98.3% |
| Participant deferral / active EE | $91 | $4,693-98.1% | $3,985-97.7% | $6,400-98.6% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |