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 | $27,382 | $112,096-75.6% | $95,952-71.5% | $158,922-82.8% |
| Participation rate | 16.7% | 79.0%-62.3pp | 77.1%-60.4pp | 82.0%-65.3pp |
| Annual return | 19.94% | 171.09%-151.2pp | 91.61%-71.7pp | 302.83%-282.9pp |
| Employer contribution / active EE | $240 | $3,198-92.5% | $2,541-90.6% | $4,761-95.0% |
| Participant deferral / active EE | $280 | $4,784-94.1% | $4,167-93.3% | $5,982-95.3% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |