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 4-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 | $58,236 | $175,202-66.8% | $149,673-61.1% | $139,434-58.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 29247.02% | 166.71%+29080.3pp | 134.42%+29112.6pp | 372.94%+28874.1pp |
| Employer contribution / active EE | $492 | $5,474-91.0% | $4,818-89.8% | $4,751-89.7% |
| Participant deferral / active EE | $573 | $6,519-91.2% | $5,680-89.9% | $6,710-91.5% |
| Admin fee / account holder | $58 | $16,150-99.6% | $13,210-99.6% | $11,403-99.5% |