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 | $31,088 | $114,381-72.8% | $107,525-71.1% | $142,382-78.2% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.1%-55.1pp | 80.1%-60.1pp |
| Annual return | 166.10% | 242.71%-76.6pp | 181.32%-15.2pp | 217.08%-51.0pp |
| Employer contribution / active EE | $416 | $4,015-89.6% | $3,754-88.9% | $4,299-90.3% |
| Participant deferral / active EE | $975 | $5,564-82.5% | $5,116-80.9% | $6,507-85.0% |
| Admin fee / account holder | $105 | $9,860-98.9% | $8,919-98.8% | $12,624-99.2% |