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 10-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 | $38,303 | $58,927-35.0% | $76,817-50.1% | $72,985-47.5% |
| Participation rate | 9.9% | 67.3%-57.4pp | 72.1%-62.2pp | 69.5%-59.6pp |
| Annual return | 27.51% | 2305.64%-2278.1pp | 1166.11%-1138.6pp | 81.00%-53.5pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $402 | $2,690-85.1% | $3,336-88.0% | $3,607-88.9% |
| Admin fee / account holder | $76 | $4,013-98.1% | $6,420-98.8% | $5,124-98.5% |