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 | $25,904 | $102,604-74.8% | $86,188-69.9% | $139,434-81.4% |
| Participation rate | 43.8% | 74.5%-30.7pp | 69.0%-25.2pp | 80.3%-36.6pp |
| Annual return | 12.95% | 1922.51%-1909.6pp | 1168.45%-1155.5pp | 372.94%-360.0pp |
| Employer contribution / active EE | $477 | $3,032-84.3% | $2,380-80.0% | $4,751-90.0% |
| Participant deferral / active EE | $538 | $4,676-88.5% | $3,985-86.5% | $6,710-92.0% |
| Admin fee / account holder | $114 | $8,657-98.7% | $6,852-98.3% | $11,403-99.0% |