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 | $55,113 | $138,044-60.1% | $125,339-56.0% | $134,475-59.0% |
| Participation rate | 10.0% | 84.5%-74.5pp | 82.4%-72.4pp | 81.2%-71.2pp |
| Annual return | 1.22% | 750.33%-749.1pp | 572.05%-570.8pp | 417.96%-416.7pp |
| Employer contribution / active EE | $257 | $5,243-95.1% | $4,814-94.7% | $4,740-94.6% |
| Participant deferral / active EE | $294 | $7,799-96.2% | $7,446-96.1% | $6,400-95.4% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |