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 | $23,918 | $55,415-56.8% | $155,509-84.6% | $74,495-67.9% |
| Participation rate | 15.0% | 61.9%-46.9pp | 78.2%-63.2pp | 67.2%-52.2pp |
| Annual return | 16.95% | 268.50%-251.5pp | 64.67%-47.7pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $136 | $2,267-94.0% | $4,672-97.1% | $2,623-94.8% |
| Participant deferral / active EE | $435 | $2,836-84.7% | $5,626-92.3% | $4,346-90.0% |
| Admin fee / account holder | $1 | $1,738-99.9% | $15,912-100.0% | $1,942-99.9% |