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 | $15,264 | $30,400-49.8% | $53,898-71.7% | $84,808-82.0% |
| Participation rate | 5.2% | 46.4%-41.3pp | 55.0%-49.8pp | 68.3%-63.1pp |
| Annual return | 15.34% | 500.19%-484.8pp | 528.60%-513.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $65 | $603-89.2% | $932-93.0% | $2,631-97.5% |
| Participant deferral / active EE | $117 | $1,199-90.2% | $1,826-93.6% | $4,212-97.2% |
| Admin fee / account holder | $22 | $1,993-98.9% | $2,491-99.1% | $7,344-99.7% |