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 | $32,559 | $165,335-80.3% | $149,696-78.2% | $158,922-79.5% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 13.75% | 348.15%-334.4pp | 276.60%-262.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $680 | $5,103-86.7% | $4,644-85.4% | $4,761-85.7% |
| Participant deferral / active EE | $850 | $7,181-88.2% | $6,842-87.6% | $5,982-85.8% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |