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 | $46,536 | $109,413-57.5% | $156,263-70.2% | $84,808-45.1% |
| Participation rate | 19.1% | 72.7%-53.5pp | 78.9%-59.8pp | 68.3%-49.2pp |
| Annual return | 17.23% | 20.18%-3.0pp | 59.47%-42.2pp | 40.90%-23.7pp |
| Employer contribution / active EE | $178 | $2,907-93.9% | $4,333-95.9% | $2,631-93.2% |
| Participant deferral / active EE | $238 | $4,590-94.8% | $6,158-96.1% | $4,212-94.3% |
| Admin fee / account holder | $168 | $9,357-98.2% | $14,255-98.8% | $7,344-97.7% |