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 | $19,310 | $172,478-88.8% | $145,661-86.7% | $142,382-86.4% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.2%-27.2pp | 80.1%-30.1pp |
| Annual return | 13.10% | 151.09%-138.0pp | 101.46%-88.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $220 | $4,899-95.5% | $4,238-94.8% | $4,299-94.9% |
| Participant deferral / active EE | $220 | $8,348-97.4% | $7,198-96.9% | $6,507-96.6% |
| Admin fee / account holder | $140 | $16,864-99.2% | $12,466-98.9% | $12,624-98.9% |