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 | $38,617 | $112,096-65.6% | $95,952-59.8% | $158,922-75.7% |
| Participation rate | 41.2% | 79.0%-37.8pp | 77.1%-35.9pp | 82.0%-40.8pp |
| Annual return | 37.13% | 171.09%-134.0pp | 91.61%-54.5pp | 302.83%-265.7pp |
| Employer contribution / active EE | $593 | $3,198-81.5% | $2,541-76.7% | $4,761-87.5% |
| Participant deferral / active EE | $1,147 | $4,784-76.0% | $4,167-72.5% | $5,982-80.8% |
| Admin fee / account holder | $57 | $10,130-99.4% | $6,795-99.2% | $11,246-99.5% |