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 | $49,168 | $104,907-53.1% | $84,611-41.9% | $152,861-67.8% |
| Participation rate | 5.9% | 74.8%-68.9pp | 68.2%-62.4pp | 82.4%-76.6pp |
| Annual return | 32.80% | 373.79%-341.0pp | 258.74%-225.9pp | 345.32%-312.5pp |
| Employer contribution / active EE | $231 | $3,302-93.0% | $2,652-91.3% | $4,762-95.1% |
| Participant deferral / active EE | $231 | $4,688-95.1% | $3,899-94.1% | $5,850-96.1% |
| Admin fee / account holder | $181 | $6,241-97.1% | $4,912-96.3% | $11,596-98.4% |