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 | $61,528 | $116,175-47.0% | $93,606-34.3% | $152,861-59.7% |
| Participation rate | 68.4% | 78.0%-9.6pp | 75.8%-7.4pp | 82.4%-14.0pp |
| Annual return | 15.16% | 35.96%-20.8pp | 32.76%-17.6pp | 345.32%-330.2pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $623 | $4,603-86.5% | $4,069-84.7% | $5,850-89.3% |
| Admin fee / account holder | $221 | $10,748-97.9% | $7,888-97.2% | $11,596-98.1% |