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 | $36,853 | $115,770-68.2% | $101,248-63.6% | $158,922-76.8% |
| Participation rate | 35.7% | 79.4%-43.7pp | 75.8%-40.1pp | 82.0%-46.2pp |
| Annual return | 24.38% | 56.14%-31.8pp | 46.47%-22.1pp | 302.83%-278.4pp |
| Employer contribution / active EE | $654 | $4,175-84.3% | $3,660-82.1% | $4,761-86.3% |
| Participant deferral / active EE | $972 | $4,957-80.4% | $4,370-77.8% | $5,982-83.7% |
| Admin fee / account holder | $6 | $7,245-99.9% | $5,945-99.9% | $11,246-99.9% |