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 | $39,989 | $202,318-80.2% | $172,739-76.8% | $152,861-73.8% |
| Participation rate | 47.6% | 87.1%-39.4pp | 82.6%-35.0pp | 82.4%-34.8pp |
| Annual return | 25.71% | 1029.65%-1003.9pp | 802.84%-777.1pp | 345.32%-319.6pp |
| Employer contribution / active EE | $731 | $5,856-87.5% | $5,143-85.8% | $4,762-84.7% |
| Participant deferral / active EE | $2,043 | $5,948-65.7% | $5,198-60.7% | $5,850-65.1% |
| Admin fee / account holder | $35 | $17,109-99.8% | $13,954-99.8% | $11,596-99.7% |