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 | $37,921 | $96,635-60.8% | $86,612-56.2% | $139,434-72.8% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 14.97% | 106.41%-91.4pp | 591.07%-576.1pp | 372.94%-358.0pp |
| Employer contribution / active EE | $284 | $3,263-91.3% | $3,022-90.6% | $4,751-94.0% |
| Participant deferral / active EE | $284 | $4,836-94.1% | $4,438-93.6% | $6,710-95.8% |
| Admin fee / account holder | $2 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |