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 | $39,366 | $183,963-78.6% | $162,163-75.7% | $152,861-74.2% |
| Participation rate | 41.7% | 88.5%-46.8pp | 87.6%-45.9pp | 82.4%-40.8pp |
| Annual return | 14.30% | 150.76%-136.5pp | 115.59%-101.3pp | 345.32%-331.0pp |
| Employer contribution / active EE | $585 | $6,371-90.8% | $5,614-89.6% | $4,762-87.7% |
| Participant deferral / active EE | $702 | $8,034-91.3% | $7,298-90.4% | $5,850-88.0% |
| Admin fee / account holder | $201 | $13,121-98.5% | $10,843-98.1% | $11,596-98.3% |