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 | $42,368 | $109,413-61.3% | $156,263-72.9% | $84,808-50.0% |
| Participation rate | 5.9% | 72.7%-66.8pp | 78.9%-73.0pp | 68.3%-62.4pp |
| Annual return | 19.46% | 20.18%-0.7pp | 59.47%-40.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $223 | $2,907-92.3% | $4,333-94.9% | $2,631-91.5% |
| Participant deferral / active EE | $300 | $4,590-93.5% | $6,158-95.1% | $4,212-92.9% |
| Admin fee / account holder | $174 | $9,357-98.1% | $14,255-98.8% | $7,344-97.6% |