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 7-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 | $49,027 | $105,998-53.7% | $92,233-46.8% | $147,584-66.8% |
| Participation rate | 21.7% | 80.4%-58.7pp | 76.5%-54.7pp | 82.8%-61.1pp |
| Annual return | 21.54% | 50.05%-28.5pp | 176.28%-154.7pp | 578.55%-557.0pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $149 | $4,478-96.7% | $3,897-96.2% | $5,439-97.3% |
| Admin fee / account holder | $193 | $6,332-96.9% | $5,194-96.3% | $10,885-98.2% |