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 | $33,582 | $98,750-66.0% | $149,696-77.6% | $79,858-57.9% |
| Participation rate | 34.5% | 75.8%-41.3pp | 82.5%-48.0pp | 69.6%-35.2pp |
| Annual return | 16.42% | 27.43%-11.0pp | 276.60%-260.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $390 | $3,216-87.9% | $4,644-91.6% | $2,471-84.2% |
| Participant deferral / active EE | $471 | $5,680-91.7% | $6,842-93.1% | $3,740-87.4% |
| Admin fee / account holder | $264 | $6,053-95.6% | $9,309-97.2% | $5,306-95.0% |