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 | $22,320 | $111,754-80.0% | $103,333-78.4% | $145,922-84.7% |
| Participation rate | 23.5% | 77.9%-54.4pp | 74.5%-51.0pp | 80.3%-56.7pp |
| Annual return | 14.17% | 24.77%-10.6pp | 24.88%-10.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $141 | $4,212-96.6% | $3,868-96.3% | $4,660-97.0% |
| Participant deferral / active EE | $316 | $5,619-94.4% | $5,057-93.8% | $6,688-95.3% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |