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 | $29,489 | $226,064-87.0% | $182,532-83.8% | $152,861-80.7% |
| Participation rate | 36.4% | 82.5%-46.1pp | 78.0%-41.6pp | 82.4%-46.1pp |
| Annual return | 11.64% | 192.51%-180.9pp | 148.54%-136.9pp | 345.32%-333.7pp |
| Employer contribution / active EE | $440 | $4,978-91.2% | $4,076-89.2% | $4,762-90.8% |
| Participant deferral / active EE | $1,050 | $6,368-83.5% | $5,524-81.0% | $5,850-82.0% |
| Admin fee / account holder | $45 | $10,703-99.6% | $8,592-99.5% | $11,596-99.6% |