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 | $65,465 | $86,929-24.7% | $102,423-36.1% | $80,856-19.0% |
| Participation rate | 11.1% | 72.4%-61.3pp | 76.5%-65.4pp | 67.6%-56.5pp |
| Annual return | 12.84% | 18.88%-6.0pp | 29.32%-16.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $426 | $2,369-82.0% | $3,023-85.9% | $2,755-84.5% |
| Participant deferral / active EE | $882 | $4,118-78.6% | $5,053-82.5% | $4,296-79.5% |
| Admin fee / account holder | $0 | $8,049-100.0% | $9,451-100.0% | $6,918-100.0% |