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 | $28,974 | $89,355-67.6% | $141,162-79.5% | $72,985-60.3% |
| Participation rate | 55.2% | 75.1%-19.9pp | 82.5%-27.3pp | 69.5%-14.3pp |
| Annual return | 21.36% | 111.85%-90.5pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $518 | $3,114-83.4% | $4,735-89.1% | $2,440-78.8% |
| Participant deferral / active EE | $1,392 | $5,418-74.3% | $6,709-79.3% | $3,607-61.4% |
| Admin fee / account holder | $172 | $5,958-97.1% | $10,261-98.3% | $5,124-96.6% |