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 | $87,837 | $58,694+49.7% | $142,863-38.5% | $85,850+2.3% |
| Participation rate | 4.2% | 58.5%-54.3pp | 71.9%-67.8pp | 69.3%-65.1pp |
| Annual return | 13.89% | 27.72%-13.8pp | 5637.54%-5623.6pp | 318.53%-304.6pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,607-100.0% | $3,837-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10 | $4,239-99.8% | $6,560-99.8% | $6,260-99.8% |