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 | $30,910 | $84,233-63.3% | $170,442-81.9% | $70,131-55.9% |
| Participation rate | 16.4% | 70.8%-54.5pp | 83.6%-67.2pp | 69.5%-53.2pp |
| Annual return | 21.49% | 23.06%-1.6pp | 205.93%-184.4pp | 73.14%-51.6pp |
| Employer contribution / active EE | $57 | $3,387-98.3% | $5,433-98.9% | $2,342-97.6% |
| Participant deferral / active EE | $338 | $3,086-89.0% | $4,939-93.1% | $3,332-89.8% |
| Admin fee / account holder | $130 | $5,698-97.7% | $13,880-99.1% | $4,645-97.2% |