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 | $15,483 | $56,114-72.4% | $96,139-83.9% | $85,850-82.0% |
| Participation rate | 7.7% | 56.7%-49.0pp | 68.4%-60.8pp | 69.3%-61.6pp |
| Annual return | 13.78% | 42.30%-28.5pp | 191.94%-178.2pp | 318.53%-304.7pp |
| Employer contribution / active EE | $210 | $1,620-87.1% | $2,797-92.5% | $2,565-91.8% |
| Participant deferral / active EE | $415 | $2,859-85.5% | $4,349-90.5% | $3,952-89.5% |
| Admin fee / account holder | $186 | $3,768-95.1% | $5,537-96.6% | $6,260-97.0% |