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 | $31,093 | $88,751-65.0% | $81,812-62.0% | $145,922-78.7% |
| Participation rate | 26.3% | 75.0%-48.7pp | 72.3%-46.0pp | 80.3%-54.0pp |
| Annual return | 11.70% | 1025.40%-1013.7pp | 773.79%-762.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $284 | $3,083-90.8% | $2,912-90.2% | $4,660-93.9% |
| Participant deferral / active EE | $284 | $4,643-93.9% | $4,319-93.4% | $6,688-95.7% |
| Admin fee / account holder | $20 | $8,415-99.8% | $7,386-99.7% | $13,397-99.9% |