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 7-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 | $37,417 | $86,286-56.6% | $111,297-66.4% | $85,850-56.4% |
| Participation rate | 36.5% | 73.3%-36.8pp | 77.3%-40.8pp | 69.3%-32.8pp |
| Annual return | 13.97% | 19.99%-6.0pp | 54.65%-40.7pp | 318.53%-304.6pp |
| Employer contribution / active EE | $146 | $2,043-92.8% | $2,731-94.6% | $2,565-94.3% |
| Participant deferral / active EE | $891 | $3,641-75.5% | $4,487-80.2% | $3,952-77.5% |
| Admin fee / account holder | $216 | $8,188-97.4% | $7,964-97.3% | $6,260-96.6% |