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 9-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 | $26,899 | $112,096-76.0% | $95,952-72.0% | $158,922-83.1% |
| Participation rate | 10.0% | 79.0%-69.0pp | 77.1%-67.1pp | 82.0%-72.0pp |
| Annual return | 17.36% | 171.09%-153.7pp | 91.61%-74.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $66 | $3,198-97.9% | $2,541-97.4% | $4,761-98.6% |
| Participant deferral / active EE | $132 | $4,784-97.2% | $4,167-96.8% | $5,982-97.8% |
| Admin fee / account holder | $75 | $10,130-99.3% | $6,795-98.9% | $11,246-99.3% |