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 7-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 | $29,385 | $124,185-76.3% | $108,410-72.9% | $167,490-82.5% |
| Participation rate | 10.0% | 82.3%-72.3pp | 80.1%-70.1pp | 82.1%-72.1pp |
| Annual return | 36.22% | 1379.64%-1343.4pp | 905.27%-869.1pp | 478.56%-442.3pp |
| Employer contribution / active EE | $99 | $4,187-97.6% | $3,558-97.2% | $4,837-98.0% |
| Participant deferral / active EE | $819 | $6,908-88.1% | $6,563-87.5% | $6,341-87.1% |
| Admin fee / account holder | $33 | $9,455-99.7% | $7,295-99.6% | $12,309-99.7% |