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 | $26,411 | $106,890-75.3% | $84,015-68.6% | $152,861-82.7% |
| Participation rate | 42.9% | 75.2%-32.4pp | 69.0%-26.2pp | 82.4%-39.6pp |
| Annual return | 9.60% | 104.99%-95.4pp | 71.31%-61.7pp | 345.32%-335.7pp |
| Employer contribution / active EE | $103 | $2,734-96.2% | $1,983-94.8% | $4,762-97.8% |
| Participant deferral / active EE | $103 | $4,011-97.4% | $3,239-96.8% | $5,850-98.2% |
| Admin fee / account holder | $80 | $8,285-99.0% | $6,101-98.7% | $11,596-99.3% |