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 | $10,989 | $29,660-62.9% | $56,411-80.5% | $80,856-86.4% |
| Participation rate | 67.9% | 41.6%+26.2pp | 52.5%+15.4pp | 67.6%+0.2pp |
| Annual return | 33.60% | 35.23%-1.6pp | 1701.33%-1667.7pp | 35.59%-2.0pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $0 | $1,226-100.0% | $1,952-100.0% | $4,296-100.0% |
| Admin fee / account holder | $117 | $2,428-95.2% | $2,829-95.9% | $6,918-98.3% |