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 | $49,329 | $91,552-46.1% | $133,956-63.2% | $79,858-38.2% |
| Participation rate | 26.3% | 73.3%-47.0pp | 79.8%-53.5pp | 69.6%-43.3pp |
| Annual return | 18.65% | 61.85%-43.2pp | 45.09%-26.4pp | 31.71%-13.1pp |
| Employer contribution / active EE | $426 | $2,384-82.1% | $3,919-89.1% | $2,471-82.8% |
| Participant deferral / active EE | $672 | $3,733-82.0% | $5,048-86.7% | $3,740-82.0% |
| Admin fee / account holder | $62 | $6,321-99.0% | $8,927-99.3% | $5,306-98.8% |