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 | $60,842 | $105,931-42.6% | $81,930-25.7% | $158,922-61.7% |
| Participation rate | 15.4% | 75.6%-60.2pp | 72.0%-56.6pp | 82.0%-66.6pp |
| Annual return | 22.41% | 38.17%-15.8pp | 29.49%-7.1pp | 302.83%-280.4pp |
| Employer contribution / active EE | $28 | $7,800-99.6% | $4,310-99.4% | $4,761-99.4% |
| Participant deferral / active EE | $138 | $13,003-98.9% | $7,107-98.1% | $5,982-97.7% |
| Admin fee / account holder | $30 | $8,489-99.6% | $5,158-99.4% | $11,246-99.7% |