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 | $14,704 | $81,248-81.9% | $155,509-90.5% | $80,856-81.8% |
| Participation rate | 25.8% | 66.2%-40.4pp | 78.2%-52.4pp | 67.6%-41.8pp |
| Annual return | 13.30% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $303 | $3,100-90.2% | $4,672-93.5% | $2,755-89.0% |
| Participant deferral / active EE | $776 | $3,452-77.5% | $5,626-86.2% | $4,296-81.9% |
| Admin fee / account holder | $293 | $7,997-96.3% | $15,912-98.2% | $6,918-95.8% |