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 | $28,594 | $65,395-56.3% | $182,532-84.3% | $72,985-60.8% |
| Participation rate | 35.0% | 65.4%-30.4pp | 78.0%-43.0pp | 69.5%-34.5pp |
| Annual return | 21.74% | 27.68%-5.9pp | 148.54%-126.8pp | 81.00%-59.3pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $170 | $3,563-95.2% | $5,524-96.9% | $3,607-95.3% |
| Admin fee / account holder | $5 | $4,245-99.9% | $8,592-99.9% | $5,124-99.9% |