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 | $30,158 | $217,402-86.1% | $185,823-83.8% | $167,490-82.0% |
| Participation rate | 36.4% | 86.0%-49.7pp | 81.7%-45.3pp | 82.1%-45.7pp |
| Annual return | 27.63% | 148.36%-120.7pp | 122.05%-94.4pp | 478.56%-450.9pp |
| Employer contribution / active EE | $555 | $5,873-90.5% | $5,167-89.3% | $4,837-88.5% |
| Participant deferral / active EE | $1,922 | $6,356-69.8% | $5,568-65.5% | $6,341-69.7% |
| Admin fee / account holder | $23 | $19,811-99.9% | $16,237-99.9% | $12,309-99.8% |