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 9-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 | $18,718 | $84,233-77.8% | $170,442-89.0% | $70,131-73.3% |
| Participation rate | 5.1% | 70.8%-65.7pp | 83.6%-78.5pp | 69.5%-64.4pp |
| Annual return | 18.77% | 23.06%-4.3pp | 205.93%-187.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $46 | $3,387-98.6% | $5,433-99.2% | $2,342-98.0% |
| Participant deferral / active EE | $58 | $3,086-98.1% | $4,939-98.8% | $3,332-98.3% |
| Admin fee / account holder | $9 | $5,698-99.9% | $13,880-99.9% | $4,645-99.8% |