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 | $37,687 | $96,484-60.9% | $75,886-50.3% | $152,861-75.3% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.3%-35.9pp | 82.4%-49.1pp |
| Annual return | 25.35% | 33.98%-8.6pp | 30.76%-5.4pp | 345.32%-320.0pp |
| Employer contribution / active EE | $394 | $3,309-88.1% | $2,500-84.3% | $4,762-91.7% |
| Participant deferral / active EE | $839 | $4,553-81.6% | $3,603-76.7% | $5,850-85.7% |
| Admin fee / account holder | $255 | $8,078-96.8% | $5,418-95.3% | $11,596-97.8% |