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 | $12,073 | $102,966-88.3% | $90,281-86.6% | $152,861-92.1% |
| Participation rate | 38.5% | 75.9%-37.4pp | 73.3%-34.8pp | 82.4%-44.0pp |
| Annual return | 14.63% | 95.16%-80.5pp | 78.10%-63.5pp | 345.32%-330.7pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $244 | $4,281-94.3% | $3,885-93.7% | $5,850-95.8% |
| Admin fee / account holder | $93 | $6,171-98.5% | $5,351-98.3% | $11,596-99.2% |