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 | $8,106 | $34,308-76.4% | $74,701-89.1% | $72,985-88.9% |
| Participation rate | 26.5% | 42.4%-15.9pp | 54.5%-28.0pp | 69.5%-43.0pp |
| Annual return | 21.75% | 26.58%-4.8pp | 752.92%-731.2pp | 81.00%-59.3pp |
| Employer contribution / active EE | $67 | $692-90.3% | $1,084-93.8% | $2,440-97.3% |
| Participant deferral / active EE | $335 | $1,271-73.7% | $1,964-83.0% | $3,607-90.7% |
| Admin fee / account holder | $263 | $2,124-87.6% | $3,333-92.1% | $5,124-94.9% |