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 | $41,689 | $74,927-44.4% | $101,794-59.0% | $84,808-50.8% |
| Participation rate | 11.1% | 61.4%-50.3pp | 69.2%-58.1pp | 68.3%-57.2pp |
| Annual return | 16.26% | 18.70%-2.4pp | 30.53%-14.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $174 | $1,522-88.6% | $2,289-92.4% | $2,631-93.4% |
| Participant deferral / active EE | $187 | $3,099-94.0% | $4,084-95.4% | $4,212-95.6% |
| Admin fee / account holder | $164 | $6,514-97.5% | $8,777-98.1% | $7,344-97.8% |