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 | $49,601 | $66,124-25.0% | $90,404-45.1% | $73,488-32.5% |
| Participation rate | 2.9% | 69.7%-66.8pp | 72.7%-69.8pp | 70.7%-67.8pp |
| Annual return | 13.30% | 17.65%-4.4pp | 1293.02%-1279.7pp | 28.51%-15.2pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $188 | $3,039-93.8% | $3,963-95.3% | $3,740-95.0% |
| Admin fee / account holder | $59 | $396-85.2% | $5,611-99.0% | $513-88.6% |