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 | $26,483 | $116,175-77.2% | $93,606-71.7% | $152,861-82.7% |
| Participation rate | 42.9% | 78.0%-35.2pp | 75.8%-33.0pp | 82.4%-39.6pp |
| Annual return | 12.72% | 35.96%-23.2pp | 32.76%-20.0pp | 345.32%-332.6pp |
| Employer contribution / active EE | $176 | $3,218-94.5% | $2,718-93.5% | $4,762-96.3% |
| Participant deferral / active EE | $1,107 | $4,603-75.9% | $4,069-72.8% | $5,850-81.1% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |