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 5-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 | $19,462 | $102,604-81.0% | $86,188-77.4% | $139,434-86.0% |
| Participation rate | 21.1% | 74.5%-53.4pp | 69.0%-47.9pp | 80.3%-59.3pp |
| Annual return | 25.27% | 1922.51%-1897.2pp | 1168.45%-1143.2pp | 372.94%-347.7pp |
| Employer contribution / active EE | $165 | $3,032-94.5% | $2,380-93.1% | $4,751-96.5% |
| Participant deferral / active EE | $829 | $4,676-82.3% | $3,985-79.2% | $6,710-87.6% |
| Admin fee / account holder | $20 | $8,657-99.8% | $6,852-99.7% | $11,403-99.8% |