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 | $39,071 | $34,308+13.9% | $74,701-47.7% | $72,985-46.5% |
| Participation rate | 14.9% | 42.4%-27.5pp | 54.5%-39.6pp | 69.5%-54.6pp |
| Annual return | 18.09% | 26.58%-8.5pp | 752.92%-734.8pp | 81.00%-62.9pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $275 | $1,271-78.4% | $1,964-86.0% | $3,607-92.4% |
| Admin fee / account holder | $225 | $2,124-89.4% | $3,333-93.2% | $5,124-95.6% |