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 | $27,084 | $67,606-59.9% | $82,313-67.1% | $70,131-61.4% |
| Participation rate | 39.3% | 72.8%-33.5pp | 76.9%-37.6pp | 69.5%-30.3pp |
| Annual return | 17.27% | 21.57%-4.3pp | 25.88%-8.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $142 | $1,755-91.9% | $2,428-94.1% | $2,342-93.9% |
| Participant deferral / active EE | $498 | $2,987-83.3% | $3,706-86.6% | $3,332-85.1% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |