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 | $87,878 | $76,367+15.1% | $93,606-6.1% | $72,985+20.4% |
| Participation rate | 8.1% | 71.7%-63.6pp | 75.8%-67.7pp | 69.5%-61.4pp |
| Annual return | 18.63% | 25.82%-7.2pp | 32.76%-14.1pp | 81.00%-62.4pp |
| Employer contribution / active EE | $158 | $2,275-93.0% | $2,718-94.2% | $2,440-93.5% |
| Participant deferral / active EE | $338 | $3,538-90.4% | $4,069-91.7% | $3,607-90.6% |
| Admin fee / account holder | $101 | $6,838-98.5% | $7,888-98.7% | $5,124-98.0% |