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 | $37,992 | $148,534-74.4% | $135,903-72.0% | $139,434-72.8% |
| Participation rate | 20.0% | 83.9%-63.9pp | 81.9%-61.9pp | 80.3%-60.3pp |
| Annual return | 17.04% | 79.19%-62.2pp | 68.23%-51.2pp | 372.94%-355.9pp |
| Employer contribution / active EE | $335 | $5,243-93.6% | $4,856-93.1% | $4,751-92.9% |
| Participant deferral / active EE | $335 | $8,100-95.9% | $7,758-95.7% | $6,710-95.0% |
| Admin fee / account holder | $60 | $12,400-99.5% | $10,762-99.4% | $11,403-99.5% |