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 | $36,324 | $179,726-79.8% | $156,263-76.8% | $142,382-74.5% |
| Participation rate | 7.7% | 82.1%-74.4pp | 78.9%-71.2pp | 80.1%-72.4pp |
| Annual return | 13.82% | 77.86%-64.0pp | 59.47%-45.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $325 | $6,956-95.3% | $6,158-94.7% | $6,507-95.0% |
| Admin fee / account holder | $45 | $17,272-99.7% | $14,255-99.7% | $12,624-99.6% |