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 | $37,288 | $175,202-78.7% | $149,673-75.1% | $139,434-73.3% |
| Participation rate | 47.1% | 83.4%-36.3pp | 78.8%-31.7pp | 80.3%-33.3pp |
| Annual return | 19.48% | 166.71%-147.2pp | 134.42%-114.9pp | 372.94%-353.5pp |
| Employer contribution / active EE | $679 | $5,474-87.6% | $4,818-85.9% | $4,751-85.7% |
| Participant deferral / active EE | $1,291 | $6,519-80.2% | $5,680-77.3% | $6,710-80.8% |
| Admin fee / account holder | $259 | $16,150-98.4% | $13,210-98.0% | $11,403-97.7% |