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 | $25,271 | $148,534-83.0% | $135,903-81.4% | $139,434-81.9% |
| Participation rate | 14.3% | 83.9%-69.6pp | 81.9%-67.6pp | 80.3%-66.0pp |
| Annual return | 15.79% | 79.19%-63.4pp | 68.23%-52.4pp | 372.94%-357.2pp |
| Employer contribution / active EE | $201 | $5,243-96.2% | $4,856-95.9% | $4,751-95.8% |
| Participant deferral / active EE | $288 | $8,100-96.4% | $7,758-96.3% | $6,710-95.7% |
| Admin fee / account holder | $110 | $12,400-99.1% | $10,762-99.0% | $11,403-99.0% |