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 | $41,303 | $159,602-74.1% | $150,045-72.5% | $142,382-71.0% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 22.00% | 70.24%-48.2pp | 62.55%-40.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $508 | $4,961-89.8% | $4,693-89.2% | $4,299-88.2% |
| Participant deferral / active EE | $990 | $8,310-88.1% | $7,997-87.6% | $6,507-84.8% |
| Admin fee / account holder | $16 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |