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 | $25,444 | $127,065-80.0% | $113,168-77.5% | $142,382-82.1% |
| Participation rate | 31.3% | 79.2%-48.0pp | 76.6%-45.3pp | 80.1%-48.9pp |
| Annual return | 13.33% | 24.03%-10.7pp | 24.27%-10.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $617 | $5,716-89.2% | $5,107-87.9% | $6,507-90.5% |
| Admin fee / account holder | $12 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |