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 | $57,195 | $116,175-50.8% | $93,606-38.9% | $152,861-62.6% |
| Participation rate | 41.7% | 78.0%-36.4pp | 75.8%-34.2pp | 82.4%-40.8pp |
| Annual return | 22.66% | 35.96%-13.3pp | 32.76%-10.1pp | 345.32%-322.7pp |
| Employer contribution / active EE | $248 | $3,218-92.3% | $2,718-90.9% | $4,762-94.8% |
| Participant deferral / active EE | $993 | $4,603-78.4% | $4,069-75.6% | $5,850-83.0% |
| Admin fee / account holder | $51 | $10,748-99.5% | $7,888-99.4% | $11,596-99.6% |