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 | $29,945 | $65,041-54.0% | $90,951-67.1% | $79,858-62.5% |
| Participation rate | 48.1% | 61.6%-13.5pp | 69.0%-20.9pp | 69.6%-21.5pp |
| Annual return | 14.46% | 30.45%-16.0pp | 134.60%-120.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $96 | $1,247-92.3% | $2,122-95.5% | $2,471-96.1% |
| Participant deferral / active EE | $828 | $2,512-67.0% | $3,373-75.5% | $3,740-77.9% |
| Admin fee / account holder | $290 | $4,536-93.6% | $5,959-95.1% | $5,306-94.5% |