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 | $33,968 | $105,181-67.7% | $159,436-78.7% | $85,850-60.4% |
| Participation rate | 3.2% | 75.8%-72.5pp | 82.8%-79.6pp | 69.3%-66.1pp |
| Annual return | 80.86% | 45.07%+35.8pp | 263.57%-182.7pp | 318.53%-237.7pp |
| Employer contribution / active EE | $102 | $3,318-96.9% | $4,829-97.9% | $2,565-96.0% |
| Participant deferral / active EE | $422 | $5,945-92.9% | $7,352-94.3% | $3,952-89.3% |
| Admin fee / account holder | $56 | $6,933-99.2% | $10,799-99.5% | $6,260-99.1% |