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 | $34,762 | $48,230-27.9% | $67,502-48.5% | $80,856-57.0% |
| Participation rate | 8.1% | 66.4%-58.3pp | 72.9%-64.8pp | 67.6%-59.6pp |
| Annual return | 17.34% | 18.28%-0.9pp | 3512.12%-3494.8pp | 35.59%-18.2pp |
| Employer contribution / active EE | $100 | $2,020-95.0% | $2,731-96.3% | $2,755-96.4% |
| Participant deferral / active EE | $297 | $2,924-89.8% | $4,000-92.6% | $4,296-93.1% |
| Admin fee / account holder | $24 | $3,681-99.3% | $3,998-99.4% | $6,918-99.7% |