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 | $24,865 | $56,897-56.3% | $84,750-70.7% | $62,891-60.5% |
| Participation rate | 12.5% | 68.5%-56.0pp | 76.6%-64.1pp | 69.3%-56.8pp |
| Annual return | 7.01% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.1pp |
| Employer contribution / active EE | $229 | $2,400-90.4% | $3,574-93.6% | $2,281-89.9% |
| Participant deferral / active EE | $229 | $2,709-91.5% | $3,712-93.8% | $3,203-92.8% |
| Admin fee / account holder | $155 | $3,581-95.7% | $5,332-97.1% | $4,296-96.4% |