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 | $35,752 | $99,079-63.9% | $77,999-54.2% | $273,961-86.9% |
| Participation rate | 46.7% | 78.6%-31.9pp | 75.5%-28.9pp | 83.0%-36.3pp |
| Annual return | 3.61% | 217.93%-214.3pp | 425.96%-422.4pp | 41.45%-37.8pp |
| Employer contribution / active EE | $88 | $3,308-97.3% | $2,470-96.4% | $4,869-98.2% |
| Participant deferral / active EE | $352 | $4,306-91.8% | $3,497-89.9% | $5,287-93.3% |
| Admin fee / account holder | $21 | $8,954-99.8% | $5,480-99.6% | $10,132-99.8% |