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 | $26,735 | $56,114-52.4% | $96,139-72.2% | $85,850-68.9% |
| Participation rate | 44.0% | 56.7%-12.7pp | 68.4%-24.4pp | 69.3%-25.3pp |
| Annual return | 19.11% | 42.30%-23.2pp | 191.94%-172.8pp | 318.53%-299.4pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $181 | $2,859-93.7% | $4,349-95.8% | $3,952-95.4% |
| Admin fee / account holder | $0 | $3,768-100.0% | $5,537-100.0% | $6,260-100.0% |