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 | $26,719 | $115,770-76.9% | $101,248-73.6% | $158,922-83.2% |
| Participation rate | 21.4% | 79.4%-57.9pp | 75.8%-54.4pp | 82.0%-60.5pp |
| Annual return | 29.33% | 56.14%-26.8pp | 46.47%-17.1pp | 302.83%-273.5pp |
| Employer contribution / active EE | $143 | $4,175-96.6% | $3,660-96.1% | $4,761-97.0% |
| Participant deferral / active EE | $145 | $4,957-97.1% | $4,370-96.7% | $5,982-97.6% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |