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 | $7,533 | $70,756-89.4% | $65,493-88.5% | $142,382-94.7% |
| Participation rate | 44.4% | 77.4%-32.9pp | 73.1%-28.6pp | 80.1%-35.7pp |
| Annual return | 18.25% | 1754.89%-1736.6pp | 982.45%-964.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $8 | $2,881-99.7% | $2,574-99.7% | $4,299-99.8% |
| Participant deferral / active EE | $25 | $4,637-99.5% | $3,961-99.4% | $6,507-99.6% |
| Admin fee / account holder | $48 | $6,559-99.3% | $5,028-99.0% | $12,624-99.6% |