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 | $59,748 | $94,338-36.7% | $100,534-40.6% | $142,382-58.0% |
| Participation rate | 41.7% | 81.7%-40.1pp | 80.6%-38.9pp | 80.1%-38.5pp |
| Annual return | 17.32% | 29.20%-11.9pp | 32.66%-15.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $929 | $4,237-78.1% | $4,346-78.6% | $4,299-78.4% |
| Participant deferral / active EE | $1,005 | $5,934-83.1% | $6,144-83.6% | $6,507-84.6% |
| Admin fee / account holder | $231 | $8,421-97.3% | $7,654-97.0% | $12,624-98.2% |