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 | $26,234 | $70,756-62.9% | $65,493-59.9% | $142,382-81.6% |
| Participation rate | 23.1% | 77.4%-54.3pp | 73.1%-50.0pp | 80.1%-57.0pp |
| Annual return | 11.95% | 1754.89%-1742.9pp | 982.45%-970.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $792 | $4,637-82.9% | $3,961-80.0% | $6,507-87.8% |
| Admin fee / account holder | $147 | $6,559-97.8% | $5,028-97.1% | $12,624-98.8% |