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 | $9,670 | $49,922-80.6% | $80,569-88.0% | $75,163-87.1% |
| Participation rate | 13.5% | 55.3%-41.8pp | 67.0%-53.5pp | 67.2%-53.7pp |
| Annual return | 21.18% | 34.69%-13.5pp | 935.43%-914.3pp | 160.62%-139.4pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $445 | $2,990-85.1% | $4,447-90.0% | $4,125-89.2% |
| Admin fee / account holder | $150 | $3,577-95.8% | $5,377-97.2% | $5,651-97.3% |