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 | $33,761 | $115,770-70.8% | $101,248-66.7% | $158,922-78.8% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 17.40% | 56.14%-38.7pp | 46.47%-29.1pp | 302.83%-285.4pp |
| Employer contribution / active EE | $400 | $4,175-90.4% | $3,660-89.1% | $4,761-91.6% |
| Participant deferral / active EE | $1,122 | $4,957-77.4% | $4,370-74.3% | $5,982-81.3% |
| Admin fee / account holder | $245 | $7,245-96.6% | $5,945-95.9% | $11,246-97.8% |