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 | $24,697 | $176,056-86.0% | $159,436-84.5% | $167,490-85.3% |
| Participation rate | 10.0% | 84.9%-74.9pp | 82.8%-72.8pp | 82.1%-72.1pp |
| Annual return | 16.92% | 331.75%-314.8pp | 263.57%-246.7pp | 478.56%-461.6pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $289 | $7,750-96.3% | $7,352-96.1% | $6,341-95.4% |
| Admin fee / account holder | $128 | $12,554-99.0% | $10,799-98.8% | $12,309-99.0% |