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 | $41,100 | $77,899-47.2% | $149,673-72.5% | $75,163-45.3% |
| Participation rate | 7.3% | 65.6%-58.3pp | 78.8%-71.4pp | 67.2%-59.9pp |
| Annual return | 22.76% | 31.72%-9.0pp | 134.42%-111.7pp | 160.62%-137.9pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $504 | $3,411-85.2% | $5,680-91.1% | $4,125-87.8% |
| Admin fee / account holder | $10 | $5,956-99.8% | $13,210-99.9% | $5,651-99.8% |