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 | $74,393 | $107,934-31.1% | $91,989-19.1% | $152,861-51.3% |
| Participation rate | 6.7% | 81.2%-74.5pp | 78.6%-72.0pp | 82.4%-75.8pp |
| Annual return | 24.59% | 89.24%-64.7pp | 69.02%-44.4pp | 345.32%-320.7pp |
| Employer contribution / active EE | $209 | $4,210-95.0% | $3,452-94.0% | $4,762-95.6% |
| Participant deferral / active EE | $261 | $6,364-95.9% | $5,923-95.6% | $5,850-95.5% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |