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 | $27,832 | $70,669-60.6% | $169,368-83.6% | $75,163-63.0% |
| Participation rate | 33.3% | 64.8%-31.5pp | 77.1%-43.8pp | 67.2%-33.9pp |
| Annual return | 15.33% | 36.36%-21.0pp | 405.60%-390.3pp | 160.62%-145.3pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $958 | $4,311-77.8% | $6,221-84.6% | $4,125-76.8% |
| Admin fee / account holder | $192 | $5,402-96.5% | $9,003-97.9% | $5,651-96.6% |