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 | $56,450 | $107,334-47.4% | $92,893-39.2% | $152,861-63.1% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.4%-25.3pp |
| Annual return | 16.47% | 145.58%-129.1pp | 109.41%-92.9pp | 345.32%-328.8pp |
| Employer contribution / active EE | $126 | $4,221-97.0% | $3,653-96.6% | $4,762-97.4% |
| Participant deferral / active EE | $637 | $4,845-86.9% | $4,236-85.0% | $5,850-89.1% |
| Admin fee / account holder | $18 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |