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 | $43,706 | $112,096-61.0% | $95,952-54.5% | $158,922-72.5% |
| Participation rate | 57.1% | 79.0%-21.8pp | 77.1%-19.9pp | 82.0%-24.8pp |
| Annual return | 17.46% | 171.09%-153.6pp | 91.61%-74.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $389 | $3,198-87.8% | $2,541-84.7% | $4,761-91.8% |
| Participant deferral / active EE | $459 | $4,784-90.4% | $4,167-89.0% | $5,982-92.3% |
| Admin fee / account holder | $144 | $10,130-98.6% | $6,795-97.9% | $11,246-98.7% |