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 | $43,397 | $53,127-18.3% | $86,590-49.9% | $70,131-38.1% |
| Participation rate | 16.3% | 65.3%-49.0pp | 73.5%-57.2pp | 69.5%-53.2pp |
| Annual return | 19.47% | 27.66%-8.2pp | 964.84%-945.4pp | 73.14%-53.7pp |
| Employer contribution / active EE | $95 | $2,068-95.4% | $2,839-96.6% | $2,342-95.9% |
| Participant deferral / active EE | $385 | $2,696-85.7% | $3,609-89.3% | $3,332-88.4% |
| Admin fee / account holder | $277 | $3,585-92.3% | $4,906-94.4% | $4,645-94.0% |