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 | $39,556 | $78,705-49.7% | $117,854-66.4% | $70,131-43.6% |
| Participation rate | 24.0% | 73.2%-49.2pp | 79.7%-55.7pp | 69.5%-45.5pp |
| Annual return | 14.38% | 23.30%-8.9pp | 335.08%-320.7pp | 73.14%-58.8pp |
| Employer contribution / active EE | $347 | $2,223-84.4% | $3,786-90.8% | $2,342-85.2% |
| Participant deferral / active EE | $630 | $3,297-80.9% | $4,482-85.9% | $3,332-81.1% |
| Admin fee / account holder | $34 | $5,065-99.3% | $8,020-99.6% | $4,645-99.3% |