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 | $21,279 | $117,983-82.0% | $101,794-79.1% | $142,382-85.1% |
| Participation rate | 13.6% | 74.2%-60.6pp | 69.2%-55.5pp | 80.1%-66.5pp |
| Annual return | 17.48% | 36.92%-19.4pp | 30.53%-13.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $252 | $2,773-90.9% | $2,289-89.0% | $4,299-94.1% |
| Participant deferral / active EE | $279 | $4,714-94.1% | $4,084-93.2% | $6,507-95.7% |
| Admin fee / account holder | $257 | $10,433-97.5% | $8,777-97.1% | $12,624-98.0% |