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 | $50,566 | $80,968-37.5% | $96,544-47.6% | $75,163-32.7% |
| Participation rate | 11.9% | 71.8%-59.9pp | 76.0%-64.1pp | 67.2%-55.3pp |
| Annual return | 18.44% | 27.06%-8.6pp | 25.84%-7.4pp | 160.62%-142.2pp |
| Employer contribution / active EE | $447 | $2,282-80.4% | $2,965-84.9% | $2,670-83.3% |
| Participant deferral / active EE | $934 | $3,928-76.2% | $4,851-80.7% | $4,125-77.4% |
| Admin fee / account holder | $0 | $6,724-100.0% | $8,252-100.0% | $5,651-100.0% |