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 | $49,651 | $82,630-39.9% | $64,105-22.5% | $125,391-60.4% |
| Participation rate | 15.4% | 75.9%-60.5pp | 68.2%-52.8pp | 83.2%-67.8pp |
| Annual return | 0.43% | 1489.72%-1489.3pp | 791.24%-790.8pp | 282.22%-281.8pp |
| Employer contribution / active EE | $62 | $2,671-97.7% | $1,820-96.6% | $4,866-98.7% |
| Participant deferral / active EE | $237 | $3,608-93.4% | $2,822-91.6% | $5,352-95.6% |
| Admin fee / account holder | $3 | $6,382-99.9% | $4,499-99.9% | $9,540-100.0% |