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 | $35,400 | $84,696-58.2% | $75,696-53.2% | $167,490-78.9% |
| Participation rate | 26.3% | 77.8%-51.5pp | 74.8%-48.5pp | 82.1%-55.8pp |
| Annual return | 28.91% | 199.36%-170.4pp | 104.53%-75.6pp | 478.56%-449.6pp |
| Employer contribution / active EE | $137 | $3,230-95.7% | $2,743-95.0% | $4,837-97.2% |
| Participant deferral / active EE | $883 | $4,580-80.7% | $3,821-76.9% | $6,341-86.1% |
| Admin fee / account holder | $276 | $5,355-94.8% | $3,619-92.4% | $12,309-97.8% |