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 | $34,959 | $98,240-64.4% | $82,313-57.5% | $147,584-76.3% |
| Participation rate | 15.0% | 79.7%-64.7pp | 76.9%-61.9pp | 82.8%-67.8pp |
| Annual return | 13.62% | 30.85%-17.2pp | 25.88%-12.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $446 | $4,383-89.8% | $3,706-88.0% | $5,439-91.8% |
| Admin fee / account holder | $242 | $8,563-97.2% | $5,608-95.7% | $10,885-97.8% |