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 | $24,616 | $295,684-91.7% | $154,803-84.1% | - |
| Participation rate | 20.2% | 53.1%-32.9pp | 78.1%-57.9pp | - |
| Annual return | 17.69% | 11.49%+6.2pp | 58.88%-41.2pp | - |
| Employer contribution / active EE | $0 | $1,145-100.0% | $4,305-100.0% | - |
| Participant deferral / active EE | $867 | $2,052-57.7% | $5,540-84.3% | - |
| Admin fee / account holder | $5 | $60,072-100.0% | $14,329-100.0% | - |