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 | $17,858 | $105,998-83.2% | $92,233-80.6% | $147,584-87.9% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 9.73% | 50.05%-40.3pp | 176.28%-166.6pp | 578.55%-568.8pp |
| Employer contribution / active EE | $83 | $4,333-98.1% | $3,679-97.7% | $4,876-98.3% |
| Participant deferral / active EE | $334 | $4,478-92.5% | $3,897-91.4% | $5,439-93.9% |
| Admin fee / account holder | $192 | $6,332-97.0% | $5,194-96.3% | $10,885-98.2% |