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 | $13,492 | $76,000-82.2% | $154,107-91.2% | $64,186-79.0% |
| Participation rate | 8.7% | 70.4%-61.7pp | 83.0%-74.3pp | 69.6%-60.9pp |
| Annual return | 16.36% | 30.32%-14.0pp | 735.12%-718.8pp | 7.63%+8.7pp |
| Employer contribution / active EE | $135 | $3,351-96.0% | $5,298-97.4% | $2,381-94.3% |
| Participant deferral / active EE | $278 | $3,175-91.2% | $5,081-94.5% | $3,470-92.0% |
| Admin fee / account holder | $27 | $5,596-99.5% | $13,411-99.8% | $4,888-99.5% |