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 | $35,107 | $109,327-67.9% | $89,391-60.7% | $158,922-77.9% |
| Participation rate | 36.4% | 74.3%-37.9pp | 68.0%-31.6pp | 82.0%-45.6pp |
| Annual return | 14.23% | 345.68%-331.4pp | 245.62%-231.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $263 | $3,170-91.7% | $2,586-89.8% | $4,761-94.5% |
| Participant deferral / active EE | $306 | $4,598-93.4% | $3,890-92.1% | $5,982-94.9% |
| Admin fee / account holder | $8 | $6,153-99.9% | $4,881-99.8% | $11,246-99.9% |