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 | $38,884 | $85,766-54.7% | $136,294-71.5% | $70,131-44.6% |
| Participation rate | 3.3% | 74.2%-70.8pp | 81.9%-78.6pp | 69.5%-66.2pp |
| Annual return | 21.85% | 31.45%-9.6pp | 5155.94%-5134.1pp | 73.14%-51.3pp |
| Employer contribution / active EE | $32 | $2,966-98.9% | $4,695-99.3% | $2,342-98.6% |
| Participant deferral / active EE | $418 | $5,051-91.7% | $6,247-93.3% | $3,332-87.4% |
| Admin fee / account holder | $267 | $5,420-95.1% | $9,243-97.1% | $4,645-94.3% |