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 | $23,661 | $106,890-77.9% | $84,015-71.8% | $152,861-84.5% |
| Participation rate | 31.6% | 75.2%-43.7pp | 69.0%-37.4pp | 82.4%-50.9pp |
| Annual return | 20.39% | 104.99%-84.6pp | 71.31%-50.9pp | 345.32%-324.9pp |
| Employer contribution / active EE | $208 | $2,734-92.4% | $1,983-89.5% | $4,762-95.6% |
| Participant deferral / active EE | $234 | $4,011-94.2% | $3,239-92.8% | $5,850-96.0% |
| Admin fee / account holder | $141 | $8,285-98.3% | $6,101-97.7% | $11,596-98.8% |