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 | $20,625 | $49,173-58.1% | $121,098-83.0% | $75,163-72.6% |
| Participation rate | 35.1% | 55.4%-20.3pp | 69.5%-34.4pp | 67.2%-32.1pp |
| Annual return | 14.75% | 55.99%-41.2pp | 985.75%-971.0pp | 160.62%-145.9pp |
| Employer contribution / active EE | $224 | $1,546-85.5% | $4,164-94.6% | $2,670-91.6% |
| Participant deferral / active EE | $566 | $2,628-78.5% | $4,080-86.1% | $4,125-86.3% |
| Admin fee / account holder | $254 | $3,942-93.5% | $5,644-95.5% | $5,651-95.5% |