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 5-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 | $28,789 | $49,922-42.3% | $80,569-64.3% | $75,163-61.7% |
| Participation rate | 2.0% | 55.3%-53.3pp | 67.0%-65.0pp | 67.2%-65.2pp |
| Annual return | 14.30% | 34.69%-20.4pp | 935.43%-921.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $64 | $1,698-96.2% | $2,723-97.6% | $2,670-97.6% |
| Participant deferral / active EE | $97 | $2,990-96.8% | $4,447-97.8% | $4,125-97.7% |
| Admin fee / account holder | $11 | $3,577-99.7% | $5,377-99.8% | $5,651-99.8% |