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 | $11,563 | $48,750-76.3% | $88,946-87.0% | $74,304-84.4% |
| Participation rate | 1.3% | 44.5%-43.2pp | 68.8%-67.6pp | 60.3%-59.1pp |
| Annual return | 21.09% | 25.91%-4.8pp | 57.82%-36.7pp | 29.43%-8.3pp |
| Employer contribution / active EE | $19 | $1,255-98.5% | $2,555-99.3% | $2,241-99.1% |
| Participant deferral / active EE | $28 | $2,423-98.9% | $4,581-99.4% | $3,767-99.3% |
| Admin fee / account holder | $64 | $3,756-98.3% | $8,261-99.2% | $2,969-97.8% |