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 | $33,093 | $217,402-84.8% | $185,823-82.2% | $167,490-80.2% |
| Participation rate | 16.7% | 86.0%-69.4pp | 81.7%-65.0pp | 82.1%-65.4pp |
| Annual return | 19.03% | 148.36%-129.3pp | 122.05%-103.0pp | 478.56%-459.5pp |
| Employer contribution / active EE | $135 | $5,873-97.7% | $5,167-97.4% | $4,837-97.2% |
| Participant deferral / active EE | $236 | $6,356-96.3% | $5,568-95.8% | $6,341-96.3% |
| Admin fee / account holder | $46 | $19,811-99.8% | $16,237-99.7% | $12,309-99.6% |