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 | $60,160 | $106,890-43.7% | $84,015-28.4% | $152,861-60.6% |
| Participation rate | 30.0% | 75.2%-45.2pp | 69.0%-39.0pp | 82.4%-52.4pp |
| Annual return | 29.09% | 104.99%-75.9pp | 71.31%-42.2pp | 345.32%-316.2pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $650 | $4,011-83.8% | $3,239-79.9% | $5,850-88.9% |
| Admin fee / account holder | $154 | $8,285-98.1% | $6,101-97.5% | $11,596-98.7% |