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 | $65,618 | $77,899-15.8% | $149,673-56.2% | $75,163-12.7% |
| Participation rate | 24.3% | 65.6%-41.3pp | 78.8%-54.4pp | 67.2%-42.9pp |
| Annual return | 17.78% | 31.72%-13.9pp | 134.42%-116.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $26 | $3,137-99.2% | $4,818-99.5% | $2,670-99.0% |
| Participant deferral / active EE | $377 | $3,411-88.9% | $5,680-93.4% | $4,125-90.9% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |