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 | $33,001 | $157,256-79.0% | $141,162-76.6% | $152,861-78.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 17.46% | 64.32%-46.9pp | 71.39%-53.9pp | 345.32%-327.9pp |
| Employer contribution / active EE | $854 | $5,261-83.8% | $4,735-82.0% | $4,762-82.1% |
| Participant deferral / active EE | $854 | $7,109-88.0% | $6,709-87.3% | $5,850-85.4% |
| Admin fee / account holder | $259 | $12,120-97.9% | $10,261-97.5% | $11,596-97.8% |