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 | $40,845 | $80,968-49.6% | $96,544-57.7% | $75,163-45.7% |
| Participation rate | 21.4% | 71.8%-50.3pp | 76.0%-54.5pp | 67.2%-45.8pp |
| Annual return | 25.66% | 27.06%-1.4pp | 25.84%-0.2pp | 160.62%-135.0pp |
| Employer contribution / active EE | $585 | $2,282-74.4% | $2,965-80.3% | $2,670-78.1% |
| Participant deferral / active EE | $1,127 | $3,928-71.3% | $4,851-76.8% | $4,125-72.7% |
| Admin fee / account holder | $261 | $6,724-96.1% | $8,252-96.8% | $5,651-95.4% |