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 | $57,262 | $100,773-43.2% | $88,946-35.6% | $142,382-59.8% |
| Participation rate | 8.7% | 74.3%-65.6pp | 68.8%-60.2pp | 80.1%-71.4pp |
| Annual return | 14.72% | 70.18%-55.5pp | 57.82%-43.1pp | 217.08%-202.4pp |
| Employer contribution / active EE | $245 | $2,918-91.6% | $2,555-90.4% | $4,299-94.3% |
| Participant deferral / active EE | $245 | $5,230-95.3% | $4,581-94.6% | $6,507-96.2% |
| Admin fee / account holder | $40 | $9,693-99.6% | $8,261-99.5% | $12,624-99.7% |