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 | $67,061 | $117,841-43.1% | $102,423-34.5% | $145,922-54.0% |
| Participation rate | 35.0% | 78.6%-43.6pp | 76.5%-41.5pp | 80.3%-45.3pp |
| Annual return | 14.61% | 31.65%-17.0pp | 29.32%-14.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $457 | $3,615-87.4% | $3,023-84.9% | $4,660-90.2% |
| Participant deferral / active EE | $1,174 | $5,731-79.5% | $5,053-76.8% | $6,688-82.4% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |