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 | $8,640 | $74,888-88.5% | $71,209-87.9% | $142,382-93.9% |
| Participation rate | 15.4% | 76.2%-60.8pp | 73.8%-58.4pp | 80.1%-64.7pp |
| Annual return | 14.92% | 345.14%-330.2pp | 282.51%-267.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $217 | $2,854-92.4% | $2,721-92.0% | $4,299-95.0% |
| Participant deferral / active EE | $280 | $4,454-93.7% | $4,175-93.3% | $6,507-95.7% |
| Admin fee / account holder | $78 | $5,568-98.6% | $5,349-98.5% | $12,624-99.4% |