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 | $26,674 | $85,766-68.9% | $136,294-80.4% | $70,131-62.0% |
| Participation rate | 21.4% | 74.2%-52.7pp | 81.9%-60.5pp | 69.5%-48.1pp |
| Annual return | 27.62% | 31.45%-3.8pp | 5155.94%-5128.3pp | 73.14%-45.5pp |
| Employer contribution / active EE | $483 | $2,966-83.7% | $4,695-89.7% | $2,342-79.4% |
| Participant deferral / active EE | $822 | $5,051-83.7% | $6,247-86.8% | $3,332-75.3% |
| Admin fee / account holder | $181 | $5,420-96.7% | $9,243-98.0% | $4,645-96.1% |