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 | $25,002 | $105,181-76.2% | $159,436-84.3% | $85,850-70.9% |
| Participation rate | 17.2% | 75.8%-58.5pp | 82.8%-65.6pp | 69.3%-52.1pp |
| Annual return | 16.68% | 45.07%-28.4pp | 263.57%-246.9pp | 318.53%-301.9pp |
| Employer contribution / active EE | $238 | $3,318-92.8% | $4,829-95.1% | $2,565-90.7% |
| Participant deferral / active EE | $707 | $5,945-88.1% | $7,352-90.4% | $3,952-82.1% |
| Admin fee / account holder | $5 | $6,933-99.9% | $10,799-100.0% | $6,260-99.9% |