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 | $59,058 | $56,897+3.8% | $84,750-30.3% | $62,891-6.1% |
| Participation rate | 33.3% | 68.5%-35.2pp | 76.6%-43.3pp | 69.3%-36.0pp |
| Annual return | 11.24% | 6.30%+4.9pp | 22.78%-11.5pp | 20.14%-8.9pp |
| Employer contribution / active EE | $128 | $2,400-94.7% | $3,574-96.4% | $2,281-94.4% |
| Participant deferral / active EE | $758 | $2,709-72.0% | $3,712-79.6% | $3,203-76.3% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,332-100.0% | $4,296-100.0% |