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 | $29,920 | $111,754-73.2% | $103,333-71.0% | $145,922-79.5% |
| Participation rate | 42.1% | 77.9%-35.8pp | 74.5%-32.4pp | 80.3%-38.2pp |
| Annual return | 18.18% | 24.77%-6.6pp | 24.88%-6.7pp | 561.29%-543.1pp |
| Employer contribution / active EE | $368 | $4,212-91.3% | $3,868-90.5% | $4,660-92.1% |
| Participant deferral / active EE | $1,269 | $5,619-77.4% | $5,057-74.9% | $6,688-81.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |