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 | $42,880 | $52,208-17.9% | $86,612-50.5% | $74,419-42.4% |
| Participation rate | 13.0% | 66.3%-53.3pp | 71.7%-58.7pp | 70.7%-57.7pp |
| Annual return | 18.31% | 44.46%-26.2pp | 591.07%-572.8pp | 34.38%-16.1pp |
| Employer contribution / active EE | $119 | $2,282-94.8% | $3,022-96.1% | $2,637-95.5% |
| Participant deferral / active EE | $482 | $3,383-85.8% | $4,438-89.1% | $4,528-89.4% |
| Admin fee / account holder | $231 | $319-27.5% | $5,614-95.9% | $348-33.5% |