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 | $26,919 | $96,484-72.1% | $75,886-64.5% | $152,861-82.4% |
| Participation rate | 64.3% | 76.2%-11.9pp | 69.3%-5.0pp | 82.4%-18.2pp |
| Annual return | 25.00% | 33.98%-9.0pp | 30.76%-5.8pp | 345.32%-320.3pp |
| Employer contribution / active EE | $180 | $3,309-94.6% | $2,500-92.8% | $4,762-96.2% |
| Participant deferral / active EE | $518 | $4,553-88.6% | $3,603-85.6% | $5,850-91.1% |
| Admin fee / account holder | $82 | $8,078-99.0% | $5,418-98.5% | $11,596-99.3% |