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 | $20,066 | $55,415-63.8% | $155,509-87.1% | $74,495-73.1% |
| Participation rate | 38.1% | 61.9%-23.8pp | 78.2%-40.0pp | 67.2%-29.1pp |
| Annual return | 13.62% | 268.50%-254.9pp | 64.67%-51.1pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $166 | $2,267-92.7% | $4,672-96.4% | $2,623-93.7% |
| Participant deferral / active EE | $759 | $2,836-73.2% | $5,626-86.5% | $4,346-82.5% |
| Admin fee / account holder | $87 | $1,738-95.0% | $15,912-99.5% | $1,942-95.5% |