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 | $33,950 | $217,402-84.4% | $185,823-81.7% | $167,490-79.7% |
| Participation rate | 14.3% | 86.0%-71.8pp | 81.7%-67.4pp | 82.1%-67.8pp |
| Annual return | 15.01% | 148.36%-133.4pp | 122.05%-107.0pp | 478.56%-463.6pp |
| Employer contribution / active EE | $209 | $5,873-96.4% | $5,167-96.0% | $4,837-95.7% |
| Participant deferral / active EE | $1,031 | $6,356-83.8% | $5,568-81.5% | $6,341-83.7% |
| Admin fee / account holder | $147 | $19,811-99.3% | $16,237-99.1% | $12,309-98.8% |