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 | $83,357 | $110,257-24.4% | $96,544-13.7% | $139,434-40.2% |
| Participation rate | 45.0% | 78.1%-33.1pp | 76.0%-31.0pp | 80.3%-35.3pp |
| Annual return | 26.78% | 26.32%+0.5pp | 25.84%+0.9pp | 372.94%-346.2pp |
| Employer contribution / active EE | $387 | $3,620-89.3% | $2,965-87.0% | $4,751-91.9% |
| Participant deferral / active EE | $1,188 | $5,548-78.6% | $4,851-75.5% | $6,710-82.3% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |