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 | $12,544 | $60,124-79.1% | $90,404-86.1% | $79,858-84.3% |
| Participation rate | 18.4% | 65.0%-46.6pp | 72.7%-54.3pp | 69.6%-51.3pp |
| Annual return | 12.77% | 71.94%-59.2pp | 1293.02%-1280.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $640 | $2,938-78.2% | $3,963-83.8% | $3,740-82.9% |
| Admin fee / account holder | $219 | $3,976-94.5% | $5,611-96.1% | $5,306-95.9% |