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 | $46,981 | $124,185-62.2% | $108,410-56.7% | $167,490-71.9% |
| Participation rate | 11.1% | 82.3%-71.2pp | 80.1%-69.0pp | 82.1%-71.0pp |
| Annual return | 10.26% | 1379.64%-1369.4pp | 905.27%-895.0pp | 478.56%-468.3pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $800 | $6,908-88.4% | $6,563-87.8% | $6,341-87.4% |
| Admin fee / account holder | $300 | $9,455-96.8% | $7,295-95.9% | $12,309-97.6% |