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 | $14,430 | $102,604-85.9% | $86,188-83.3% | $139,434-89.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 17.58% | 1922.51%-1904.9pp | 1168.45%-1150.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $271 | $3,032-91.1% | $2,380-88.6% | $4,751-94.3% |
| Participant deferral / active EE | $271 | $4,676-94.2% | $3,985-93.2% | $6,710-96.0% |
| Admin fee / account holder | $147 | $8,657-98.3% | $6,852-97.9% | $11,403-98.7% |