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 | $49,009 | $48,570+0.9% | $130,648-62.5% | $72,985-32.9% |
| Participation rate | 21.2% | 58.6%-37.4pp | 71.7%-50.5pp | 69.5%-48.3pp |
| Annual return | 27.50% | 38.63%-11.1pp | 1708.96%-1681.5pp | 81.00%-53.5pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $491 | $2,384-79.4% | $3,603-86.4% | $3,607-86.4% |
| Admin fee / account holder | $120 | $3,549-96.6% | $5,464-97.8% | $5,124-97.7% |