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 | $27,245 | $77,899-65.0% | $149,673-81.8% | $75,163-63.8% |
| Participation rate | 30.0% | 65.6%-35.6pp | 78.8%-48.8pp | 67.2%-37.2pp |
| Annual return | 16.55% | 31.72%-15.2pp | 134.42%-117.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $58 | $3,137-98.2% | $4,818-98.8% | $2,670-97.8% |
| Participant deferral / active EE | $587 | $3,411-82.8% | $5,680-89.7% | $4,125-85.8% |
| Admin fee / account holder | $1 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |