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 | $57,891 | $117,841-50.9% | $102,423-43.5% | $145,922-60.3% |
| Participation rate | 11.8% | 78.6%-66.8pp | 76.5%-64.7pp | 80.3%-68.5pp |
| Annual return | 21.32% | 31.65%-10.3pp | 29.32%-8.0pp | 561.29%-540.0pp |
| Employer contribution / active EE | $137 | $3,615-96.2% | $3,023-95.5% | $4,660-97.1% |
| Participant deferral / active EE | $214 | $5,731-96.3% | $5,053-95.8% | $6,688-96.8% |
| Admin fee / account holder | $53 | $13,326-99.6% | $9,451-99.4% | $13,397-99.6% |