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 | $54,690 | $71,050-23.0% | $93,606-41.6% | $80,856-32.4% |
| Participation rate | 17.9% | 60.4%-42.6pp | 68.7%-50.9pp | 67.6%-49.8pp |
| Annual return | 22.73% | 11.26%+11.5pp | 133.20%-110.5pp | 35.59%-12.9pp |
| Employer contribution / active EE | $319 | $1,564-79.6% | $2,420-86.8% | $2,755-88.4% |
| Participant deferral / active EE | $747 | $4,034-81.5% | $4,411-83.1% | $4,296-82.6% |
| Admin fee / account holder | $40 | $6,945-99.4% | $8,285-99.5% | $6,918-99.4% |