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 | $55,316 | $49,922+10.8% | $80,569-31.3% | $75,163-26.4% |
| Participation rate | 7.4% | 55.3%-47.9pp | 67.0%-59.6pp | 67.2%-59.8pp |
| Annual return | 21.53% | 34.69%-13.2pp | 935.43%-913.9pp | 160.62%-139.1pp |
| Employer contribution / active EE | $213 | $1,698-87.5% | $2,723-92.2% | $2,670-92.0% |
| Participant deferral / active EE | $213 | $2,990-92.9% | $4,447-95.2% | $4,125-94.8% |
| Admin fee / account holder | $30 | $3,577-99.2% | $5,377-99.4% | $5,651-99.5% |