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 | $24,075 | $56,053-57.1% | $75,972-68.3% | $80,856-70.2% |
| Participation rate | 19.2% | 62.0%-42.8pp | 69.1%-49.8pp | 67.6%-48.4pp |
| Annual return | 10.71% | 20.53%-9.8pp | 359.55%-348.8pp | 35.59%-24.9pp |
| Employer contribution / active EE | $175 | $1,874-90.6% | $2,685-93.5% | $2,755-93.6% |
| Participant deferral / active EE | $478 | $3,052-84.3% | $4,255-88.8% | $4,296-88.9% |
| Admin fee / account holder | $41 | $5,234-99.2% | $6,467-99.4% | $6,918-99.4% |