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 | $15,522 | $100,852-84.6% | $90,404-82.8% | $158,922-90.2% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 9.75% | 1724.20%-1714.5pp | 1293.02%-1283.3pp | 302.83%-293.1pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $746 | $4,348-82.8% | $3,963-81.2% | $5,982-87.5% |
| Admin fee / account holder | $32 | $6,501-99.5% | $5,611-99.4% | $11,246-99.7% |