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 | $22,238 | $103,376-78.5% | $87,100-74.5% | $152,861-85.5% |
| Participation rate | 27.3% | 79.3%-52.1pp | 76.9%-49.6pp | 82.4%-55.2pp |
| Annual return | 21.01% | 28.10%-7.1pp | 28.19%-7.2pp | 345.32%-324.3pp |
| Employer contribution / active EE | $389 | $3,220-87.9% | $2,521-84.6% | $4,762-91.8% |
| Participant deferral / active EE | $912 | $4,778-80.9% | $4,049-77.5% | $5,850-84.4% |
| Admin fee / account holder | $144 | $12,205-98.8% | $7,497-98.1% | $11,596-98.8% |