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 | $61,104 | $57,354+6.5% | $83,848-27.1% | $64,186-4.8% |
| Participation rate | 29.7% | 68.6%-38.9pp | 76.1%-46.4pp | 69.6%-39.8pp |
| Annual return | -6.77% | 11.38%-18.2pp | 850.88%-857.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $416 | $2,545-83.7% | $3,631-88.5% | $2,381-82.5% |
| Participant deferral / active EE | $758 | $2,993-74.7% | $4,082-81.4% | $3,470-78.1% |
| Admin fee / account holder | $21 | $4,046-99.5% | $5,478-99.6% | $4,888-99.6% |