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 | $21,639 | $85,202-74.6% | $172,739-87.5% | $72,985-70.4% |
| Participation rate | 5.9% | 70.1%-64.2pp | 82.6%-76.8pp | 69.5%-63.6pp |
| Annual return | 22.95% | 27.32%-4.4pp | 802.84%-779.9pp | 81.00%-58.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $82 | $3,260-97.5% | $5,198-98.4% | $3,607-97.7% |
| Admin fee / account holder | $13 | $5,884-99.8% | $13,954-99.9% | $5,124-99.7% |