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 | $41,159 | $98,750-58.3% | $149,696-72.5% | $79,858-48.5% |
| Participation rate | 29.6% | 75.8%-46.1pp | 82.5%-52.8pp | 69.6%-40.0pp |
| Annual return | 24.63% | 27.43%-2.8pp | 276.60%-252.0pp | 31.71%-7.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $267 | $5,680-95.3% | $6,842-96.1% | $3,740-92.8% |
| Admin fee / account holder | $20 | $6,053-99.7% | $9,309-99.8% | $5,306-99.6% |