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 | $17,547 | $41,078-57.3% | $80,569-78.2% | $71,457-75.4% |
| Participation rate | 7.3% | 50.2%-42.9pp | 67.0%-59.7pp | 67.9%-60.6pp |
| Annual return | 15.94% | 38.45%-22.5pp | 935.43%-919.5pp | 28.85%-12.9pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $289 | $2,699-89.3% | $4,447-93.5% | $4,289-93.3% |
| Admin fee / account holder | $253 | $1,840-86.2% | $5,377-95.3% | $1,587-84.0% |