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 | $16,719 | $105,998-84.2% | $92,233-81.9% | $147,584-88.7% |
| Participation rate | 54.5% | 80.4%-25.9pp | 76.5%-21.9pp | 82.8%-28.3pp |
| Annual return | 15.83% | 50.05%-34.2pp | 176.28%-160.4pp | 578.55%-562.7pp |
| Employer contribution / active EE | $687 | $4,333-84.1% | $3,679-81.3% | $4,876-85.9% |
| Participant deferral / active EE | $1,095 | $4,478-75.5% | $3,897-71.9% | $5,439-79.9% |
| Admin fee / account holder | $23 | $6,332-99.6% | $5,194-99.6% | $10,885-99.8% |