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 | $33,117 | $70,756-53.2% | $65,493-49.4% | $142,382-76.7% |
| Participation rate | 5.6% | 77.4%-71.8pp | 73.1%-67.5pp | 80.1%-74.6pp |
| Annual return | 13.31% | 1754.89%-1741.6pp | 982.45%-969.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $82 | $2,881-97.1% | $2,574-96.8% | $4,299-98.1% |
| Participant deferral / active EE | $206 | $4,637-95.6% | $3,961-94.8% | $6,507-96.8% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |