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 | $45,736 | $202,318-77.4% | $172,739-73.5% | $152,861-70.1% |
| Participation rate | 36.4% | 87.1%-50.7pp | 82.6%-46.3pp | 82.4%-46.1pp |
| Annual return | 20.61% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $193 | $5,856-96.7% | $5,143-96.3% | $4,762-96.0% |
| Participant deferral / active EE | $1,125 | $5,948-81.1% | $5,198-78.4% | $5,850-80.8% |
| Admin fee / account holder | $36 | $17,109-99.8% | $13,954-99.7% | $11,596-99.7% |