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 | $58,190 | $102,616-43.3% | $81,983-29.0% | $158,922-63.4% |
| Participation rate | 33.3% | 75.5%-42.2pp | 69.2%-35.9pp | 82.0%-48.6pp |
| Annual return | 16.66% | 61.04%-44.4pp | 41.31%-24.6pp | 302.83%-286.2pp |
| Employer contribution / active EE | $230 | $3,240-92.9% | $2,498-90.8% | $4,761-95.2% |
| Participant deferral / active EE | $575 | $4,648-87.6% | $3,722-84.6% | $5,982-90.4% |
| Admin fee / account holder | $30 | $8,235-99.6% | $5,664-99.5% | $11,246-99.7% |