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 | $19,528 | $91,190-78.6% | $178,490-89.1% | $79,858-75.5% |
| Participation rate | 16.9% | 69.2%-52.3pp | 81.9%-65.0pp | 69.6%-52.7pp |
| Annual return | 24.17% | 24.19%0pp | 151.07%-126.9pp | 31.71%-7.5pp |
| Employer contribution / active EE | $258 | $3,256-92.1% | $5,011-94.9% | $2,471-89.6% |
| Participant deferral / active EE | $810 | $3,236-75.0% | $5,202-84.4% | $3,740-78.4% |
| Admin fee / account holder | $181 | $6,751-97.3% | $13,984-98.7% | $5,306-96.6% |