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 | $55,157 | $37,426+47.4% | $77,482-28.8% | $79,858-30.9% |
| Participation rate | 7.0% | 41.5%-34.5pp | 54.2%-47.2pp | 69.6%-62.7pp |
| Annual return | 13.28% | 39.70%-26.4pp | 54.79%-41.5pp | 31.71%-18.4pp |
| Employer contribution / active EE | $63 | $637-90.1% | $986-93.6% | $2,471-97.5% |
| Participant deferral / active EE | $73 | $1,260-94.2% | $1,861-96.1% | $3,740-98.1% |
| Admin fee / account holder | $20 | $2,504-99.2% | $2,858-99.3% | $5,306-99.6% |