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 | $29,237 | $48,570-39.8% | $130,648-77.6% | $72,985-59.9% |
| Participation rate | 22.4% | 58.6%-36.1pp | 71.7%-49.3pp | 69.5%-47.0pp |
| Annual return | 16.69% | 38.63%-21.9pp | 1708.96%-1692.3pp | 81.00%-64.3pp |
| Employer contribution / active EE | $248 | $1,334-81.4% | $4,092-93.9% | $2,440-89.8% |
| Participant deferral / active EE | $628 | $2,384-73.7% | $3,603-82.6% | $3,607-82.6% |
| Admin fee / account holder | $264 | $3,549-92.6% | $5,464-95.2% | $5,124-94.9% |