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 | $38,476 | $181,894-78.8% | $156,549-75.4% | $273,961-86.0% |
| Participation rate | 11.1% | 88.4%-77.3pp | 84.0%-72.9pp | 83.0%-71.9pp |
| Annual return | 8.55% | 30.74%-22.2pp | 32.23%-23.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $538 | $6,248-91.4% | $5,501-90.2% | $4,869-89.0% |
| Participant deferral / active EE | $672 | $5,550-87.9% | $4,871-86.2% | $5,287-87.3% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |