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 | $107,195 | $99,640+7.6% | $86,436+24.0% | $134,475-20.3% |
| Participation rate | 7.1% | 82.0%-74.9pp | 80.3%-73.2pp | 81.2%-74.1pp |
| Annual return | -19.09% | 6782.58%-6801.7pp | 4394.89%-4414.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $224 | $4,400-94.9% | $3,769-94.0% | $4,740-95.3% |
| Participant deferral / active EE | $280 | $7,246-96.1% | $6,952-96.0% | $6,400-95.6% |
| Admin fee / account holder | $120 | $8,371-98.6% | $6,731-98.2% | $11,426-98.9% |