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 | $9,304 | $30,400-69.4% | $53,898-82.7% | $84,808-89.0% |
| Participation rate | 3.8% | 46.4%-42.6pp | 55.0%-51.1pp | 68.3%-64.5pp |
| Annual return | 17.27% | 500.19%-482.9pp | 528.60%-511.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $20 | $1,199-98.3% | $1,826-98.9% | $4,212-99.5% |
| Admin fee / account holder | $29 | $1,993-98.6% | $2,491-98.9% | $7,344-99.6% |