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 5-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 | $38,165 | $81,460-53.1% | $103,333-63.1% | $80,856-52.8% |
| Participation rate | 15.4% | 66.8%-51.5pp | 74.5%-59.1pp | 67.6%-52.3pp |
| Annual return | 15.03% | 25.55%-10.5pp | 24.88%-9.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $588 | $3,105-81.1% | $3,868-84.8% | $2,755-78.7% |
| Participant deferral / active EE | $965 | $3,869-75.1% | $5,057-80.9% | $4,296-77.5% |
| Admin fee / account holder | $20 | $6,566-99.7% | $8,355-99.8% | $6,918-99.7% |