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 | $30,750 | $81,460-62.3% | $103,333-70.2% | $80,856-62.0% |
| Participation rate | 15.8% | 66.8%-51.1pp | 74.5%-58.7pp | 67.6%-51.8pp |
| Annual return | 17.10% | 25.55%-8.4pp | 24.88%-7.8pp | 35.59%-18.5pp |
| Employer contribution / active EE | $179 | $3,105-94.2% | $3,868-95.4% | $2,755-93.5% |
| Participant deferral / active EE | $364 | $3,869-90.6% | $5,057-92.8% | $4,296-91.5% |
| Admin fee / account holder | $51 | $6,566-99.2% | $8,355-99.4% | $6,918-99.3% |