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 | $18,319 | $91,190-79.9% | $178,490-89.7% | $79,858-77.1% |
| Participation rate | 22.1% | 69.2%-47.1pp | 81.9%-59.8pp | 69.6%-47.5pp |
| Annual return | 24.54% | 24.19%+0.4pp | 151.07%-126.5pp | 31.71%-7.2pp |
| Employer contribution / active EE | $62 | $3,256-98.1% | $5,011-98.8% | $2,471-97.5% |
| Participant deferral / active EE | $380 | $3,236-88.3% | $5,202-92.7% | $3,740-89.8% |
| Admin fee / account holder | $70 | $6,751-99.0% | $13,984-99.5% | $5,306-98.7% |