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 | $58,744 | $77,314-24.0% | $177,989-67.0% | $80,856-27.3% |
| Participation rate | 20.5% | 65.7%-45.2pp | 77.1%-56.6pp | 67.6%-47.1pp |
| Annual return | 18.12% | 18.09%0pp | 294.48%-276.4pp | 35.59%-17.5pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,219 | $4,411-72.4% | $6,276-80.6% | $4,296-71.6% |
| Admin fee / account holder | $155 | $7,191-97.8% | $10,363-98.5% | $6,918-97.8% |