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 | $45,603 | $72,012-36.7% | $185,823-75.5% | $79,858-42.9% |
| Participation rate | 8.8% | 65.8%-56.9pp | 78.0%-69.2pp | 69.6%-60.8pp |
| Annual return | 23.30% | 23.12%+0.2pp | 35.95%-12.7pp | 31.71%-8.4pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $394 | $3,779-89.6% | $5,632-93.0% | $3,740-89.5% |
| Admin fee / account holder | $20 | $4,513-99.6% | $9,500-99.8% | $5,306-99.6% |