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 | $37,785 | $70,428-46.3% | $96,562-60.9% | $85,850-56.0% |
| Participation rate | 27.6% | 61.8%-34.2pp | 69.8%-42.2pp | 69.3%-41.7pp |
| Annual return | 12.91% | 18.59%-5.7pp | 37.78%-24.9pp | 318.53%-305.6pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $623 | $2,894-78.5% | $3,849-83.8% | $3,952-84.2% |
| Admin fee / account holder | $103 | $4,997-97.9% | $6,181-98.3% | $6,260-98.4% |