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 | $20,151 | $133,922-85.0% | $116,228-82.7% | $142,382-85.8% |
| Participation rate | 58.3% | 77.9%-19.5pp | 74.6%-16.2pp | 80.1%-21.8pp |
| Annual return | 23.63% | 147.76%-124.1pp | 90.06%-66.4pp | 217.08%-193.4pp |
| Employer contribution / active EE | $273 | $3,446-92.1% | $2,994-90.9% | $4,299-93.7% |
| Participant deferral / active EE | $546 | $5,672-90.4% | $4,953-89.0% | $6,507-91.6% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |