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 9-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 | $21,493 | $91,190-76.4% | $178,490-88.0% | $79,858-73.1% |
| Participation rate | 10.3% | 69.2%-58.9pp | 81.9%-71.6pp | 69.6%-59.3pp |
| Annual return | 20.15% | 24.19%-4.0pp | 151.07%-130.9pp | 31.71%-11.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $265 | $3,236-91.8% | $5,202-94.9% | $3,740-92.9% |
| Admin fee / account holder | $9 | $6,751-99.9% | $13,984-99.9% | $5,306-99.8% |