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 | $24,961 | $124,319-79.9% | $111,297-77.6% | $167,490-85.1% |
| Participation rate | 26.7% | 79.6%-52.9pp | 77.3%-50.6pp | 82.1%-55.4pp |
| Annual return | 17.63% | 37.44%-19.8pp | 54.65%-37.0pp | 478.56%-460.9pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,252 | $5,180-75.8% | $4,487-72.1% | $6,341-80.3% |
| Admin fee / account holder | $209 | $10,618-98.0% | $7,964-97.4% | $12,309-98.3% |