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 | $18,632 | $70,669-73.6% | $169,368-89.0% | $75,163-75.2% |
| Participation rate | 30.0% | 64.8%-34.8pp | 77.1%-47.1pp | 67.2%-37.2pp |
| Annual return | 25.34% | 36.36%-11.0pp | 405.60%-380.3pp | 160.62%-135.3pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,371 | $4,311-68.2% | $6,221-78.0% | $4,125-66.8% |
| Admin fee / account holder | $5 | $5,402-99.9% | $9,003-99.9% | $5,651-99.9% |