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 | $83,678 | $72,492+15.4% | $87,100-3.9% | $72,985+14.7% |
| Participation rate | 27.8% | 72.8%-45.0pp | 76.9%-49.1pp | 69.5%-41.7pp |
| Annual return | 27.20% | 24.46%+2.7pp | 28.19%-1.0pp | 81.00%-53.8pp |
| Employer contribution / active EE | $139 | $1,894-92.7% | $2,521-94.5% | $2,440-94.3% |
| Participant deferral / active EE | $1,128 | $3,270-65.5% | $4,049-72.2% | $3,607-68.7% |
| Admin fee / account holder | $38 | $5,055-99.3% | $7,497-99.5% | $5,124-99.3% |