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 | $25,217 | $105,931-76.2% | $81,930-69.2% | $158,922-84.1% |
| Participation rate | 46.7% | 75.6%-28.9pp | 72.0%-25.3pp | 82.0%-35.3pp |
| Annual return | 14.16% | 38.17%-24.0pp | 29.49%-15.3pp | 302.83%-288.7pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $579 | $13,003-95.5% | $7,107-91.8% | $5,982-90.3% |
| Admin fee / account holder | $79 | $8,489-99.1% | $5,158-98.5% | $11,246-99.3% |