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 | $36,629 | $102,604-64.3% | $86,188-57.5% | $139,434-73.7% |
| Participation rate | 11.1% | 74.5%-63.4pp | 69.0%-57.8pp | 80.3%-69.2pp |
| Annual return | 17.36% | 1922.51%-1905.2pp | 1168.45%-1151.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $444 | $3,032-85.3% | $2,380-81.3% | $4,751-90.6% |
| Participant deferral / active EE | $444 | $4,676-90.5% | $3,985-88.8% | $6,710-93.4% |
| Admin fee / account holder | $30 | $8,657-99.7% | $6,852-99.6% | $11,403-99.7% |