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 | $34,560 | $104,907-67.1% | $84,611-59.2% | $152,861-77.4% |
| Participation rate | 9.1% | 74.8%-65.7pp | 68.2%-59.1pp | 82.4%-73.4pp |
| Annual return | 20.17% | 373.79%-353.6pp | 258.74%-238.6pp | 345.32%-325.1pp |
| Employer contribution / active EE | $197 | $3,302-94.0% | $2,652-92.6% | $4,762-95.9% |
| Participant deferral / active EE | $197 | $4,688-95.8% | $3,899-94.9% | $5,850-96.6% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |