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 | $36,952 | $65,365-43.5% | $92,893-60.2% | $72,985-49.4% |
| Participation rate | 20.0% | 68.3%-48.3pp | 76.0%-56.0pp | 69.5%-49.5pp |
| Annual return | 22.37% | 42.10%-19.7pp | 109.41%-87.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $464 | $2,594-82.1% | $3,653-87.3% | $2,440-81.0% |
| Participant deferral / active EE | $1,157 | $3,128-63.0% | $4,236-72.7% | $3,607-67.9% |
| Admin fee / account holder | $177 | $4,251-95.8% | $5,794-96.9% | $5,124-96.5% |